-58.8%
CDZI vs VOO
+314.4%
-373.2%
-90.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | +1.3% | +0.2% | +0.5% |
| 7D | -7.4% | -0.9% | -6.5% | -6.5% |
| 30D | -6.1% | -2.3% | -3.8% | -4.1% |
| 3M | -4.8% | -1.2% | -3.6% | -3.8% |
| 6M | -27.6% | +3.3% | -31.0% | -29.1% |
| YTD | -39.8% | +12.3% | -52.1% | -44.4% |
| 1Y | -26.7% | +12.5% | -39.2% | -32.5% |
| 3Y | +10.5% | +79.2% | -68.7% | -24.3% |
| 5Y | -44.2% | +75.7% | -119.9% | -61.8% |
| 10Y | -58.8% | +313.7% | -372.5% | -81.7% |
| All | -58.8% | +314.4% | -373.2% | -81.7% |
Cumulative growth
Daily Returns
Daily percentage return beside VOO.
Daily Out/Under-Performance
Portfolio return minus VOO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VOO 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 10y: compounded portfolio wealth divided by compounded VOO 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…
10y analysis · Full analysis span regression · 6 months rolling