-34.9%
VST vs CORZ
-41.7%
+6.8%
-36.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CORZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -13.8% | -10.4% | -3.4% | -10.5% |
| 7D | -15.7% | -14.9% | -0.8% | -11.3% |
| 30D | -17.0% | -23.1% | +6.2% | -10.3% |
| 3M | -15.9% | -44.1% | +28.2% | -1.0% |
| 6M | -25.0% | -39.5% | +14.5% | -15.7% |
| YTD | -25.1% | -12.4% | -12.7% | -26.6% |
| 1Y | -34.9% | -41.3% | +6.4% | -26.3% |
| All | -34.9% | -41.7% | +6.8% | -26.3% |
Cumulative growth
Daily Returns
Daily percentage return beside CORZ.
Daily Out/Under-Performance
Portfolio return minus CORZ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CORZ return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 1y: compounded portfolio wealth divided by compounded CORZ wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
1y analysis · Full analysis span regression · 6 months rolling