-66.9%
CDZI vs VOO
+803.9%
-870.8%
-90.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -0.3% | -1.4% | -1.5% |
| 7D | -2.4% | +3.3% | -5.6% | -5.1% |
| 30D | -2.4% | -2.7% | +0.3% | +0.4% |
| 3M | -4.3% | -1.7% | -2.6% | -2.7% |
| 6M | -28.1% | +3.1% | -31.3% | -29.8% |
| YTD | -40.8% | +11.9% | -52.8% | -46.2% |
| 1Y | -27.8% | +12.1% | -39.9% | -34.4% |
| 3Y | +8.5% | +78.6% | -70.1% | -32.8% |
| 5Y | -43.1% | +73.8% | -116.9% | -63.7% |
| 10Y | -59.5% | +312.3% | -371.8% | -89.6% |
| All | -66.9% | +803.9% | -870.8% | -97.8% |
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