+60.8%
VTI vs CORZ
+225.9%
-165.1%
-19.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CORZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -3.4% | +2.9% | -0.3% |
| 7D | -0.4% | +7.6% | -8.0% | -1.0% |
| 30D | -1.6% | -6.9% | +5.4% | -1.1% |
| 3M | +3.6% | -33.0% | +36.6% | +6.4% |
| 6M | +13.0% | +19.3% | -6.3% | +10.2% |
| YTD | +12.7% | +24.2% | -11.6% | +9.2% |
| 1Y | +18.4% | +24.5% | -6.1% | +14.1% |
| All | +60.8% | +225.9% | -165.1% | +41.1% |
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