-58.5%
CDZI vs VOO
+817.1%
-875.6%
-90.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.0% | -0.4% | +4.4% | +4.3% |
| 7D | +4.5% | +0.1% | +4.4% | +4.4% |
| 30D | +28.3% | +0.1% | +28.2% | +28.2% |
| 3M | -8.6% | +2.0% | -10.6% | -9.9% |
| 6M | -25.5% | +13.0% | -38.6% | -33.1% |
| YTD | -25.7% | +13.6% | -39.3% | -33.3% |
| 1Y | +16.5% | +20.1% | -3.6% | -0.6% |
| 3Y | +2.7% | +77.6% | -74.9% | -36.1% |
| 5Y | -68.9% | +82.4% | -151.3% | -80.9% |
| 10Y | -45.5% | +316.8% | -362.3% | -86.1% |
| All | -58.5% | +817.1% | -875.6% | -97.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling