+23.3%
VZ vs CORZ
-38.8%
+62.0%
-17.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CORZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +8.2% | -7.4% | +1.5% |
| 7D | +2.2% | +1.7% | +0.5% | +2.6% |
| 30D | +10.6% | -17.5% | +28.0% | +9.3% |
| 3M | -0.6% | -39.5% | +38.9% | -3.7% |
| 6M | +0.7% | -44.5% | +45.2% | -2.0% |
| YTD | +20.6% | -12.6% | +33.2% | +22.7% |
| All | +23.3% | -38.8% | +62.0% | +23.1% |
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 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