-12.0%
VST vs CORZ
-35.0%
+23.0%
-33.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | CORZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +11.0% | -9.2% | -2.2% |
| 7D | +10.9% | +14.2% | -3.2% | +5.3% |
| 30D | -15.6% | -3.0% | -12.6% | -15.6% |
| 3M | -7.8% | -26.3% | +18.5% | -1.0% |
| 6M | -12.0% | -36.5% | +24.5% | -1.4% |
| All | -12.0% | -35.0% | +23.0% | -1.4% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling