+287.6%
VST vs CORZ
+222.3%
+65.2%
-48.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CORZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | -0.1% | +3.6% | +3.5% |
| 7D | +8.9% | +8.4% | +0.5% | +6.5% |
| 30D | +6.2% | -17.8% | +24.0% | +11.6% |
| 3M | -2.7% | -35.9% | +33.2% | +8.0% |
| 6M | -8.4% | +12.9% | -21.3% | -13.9% |
| YTD | -7.2% | +22.9% | -30.1% | -15.3% |
| 1Y | -20.9% | +31.4% | -52.2% | -29.5% |
| All | +287.6% | +222.3% | +65.2% | +223.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling