-62.2%
CDZI vs VOO
+82.3%
-144.5%
-86.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.4% | -0.6% | +3.9% | +4.1% |
| 7D | +8.6% | +0.5% | +8.0% | +7.7% |
| 30D | +24.6% | -0.9% | +25.5% | +26.0% |
| 3M | +6.2% | +3.9% | +2.3% | +1.0% |
| 6M | -19.0% | +14.5% | -33.5% | -31.8% |
| YTD | -23.2% | +13.0% | -36.1% | -33.9% |
| 1Y | +16.8% | +19.4% | -2.6% | -6.5% |
| 3Y | +6.2% | +78.9% | -72.7% | -47.3% |
| 5Y | -62.2% | +82.3% | -144.4% | -82.6% |
| All | -62.2% | +82.3% | -144.5% | -82.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling