-64.3%
CDZI vs VT
+221.8%
-286.1%
-90.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.8% | -0.3% | -4.5% | -4.6% |
| 7D | -11.7% | +2.4% | -14.1% | -13.4% |
| 30D | -1.9% | -1.5% | -0.4% | -0.4% |
| 3M | -10.0% | -4.1% | -5.9% | -6.6% |
| 6M | -32.6% | +0.6% | -33.2% | -32.4% |
| YTD | -43.7% | +11.0% | -54.7% | -47.8% |
| 1Y | -34.3% | +13.3% | -47.7% | -40.1% |
| 3Y | +6.0% | +73.4% | -67.4% | -28.0% |
| 5Y | -45.8% | +57.4% | -103.2% | -61.6% |
| All | -64.3% | +221.8% | -286.1% | -83.3% |
Cumulative growth
Daily Returns
Daily percentage return beside VT.
Daily Out/Under-Performance
Portfolio return minus VT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VT 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 VT 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