+16.4%
CDZI vs VOO
+18.9%
-2.5%
-56.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.0% | -0.5% | -5.6% | -5.3% |
| 7D | -0.5% | -0.4% | -0.1% | 0.0% |
| 30D | +22.0% | -1.4% | +23.4% | +24.6% |
| 3M | +0.7% | +3.7% | -3.0% | -4.9% |
| 6M | -22.7% | +13.0% | -35.7% | -34.2% |
| YTD | -27.8% | +12.4% | -40.2% | -37.5% |
| 1Y | +16.4% | +18.6% | -2.2% | +3.7% |
| All | +16.4% | +18.9% | -2.5% | +3.7% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling