-57.6%
CDZI vs VT
+217.6%
-275.2%
-90.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -11.7% | -0.5% | -11.2% | -11.3% |
| 7D | -12.1% | -0.1% | -12.0% | -11.9% |
| 30D | -2.6% | -3.1% | +0.4% | +0.2% |
| 3M | +0.3% | -3.5% | +3.8% | +3.5% |
| 6M | -29.9% | +0.5% | -30.4% | -29.7% |
| YTD | -40.6% | +10.8% | -51.4% | -44.9% |
| 1Y | -31.3% | +11.9% | -43.2% | -36.8% |
| 3Y | +8.8% | +73.0% | -64.2% | -25.9% |
| 5Y | -45.5% | +58.6% | -104.1% | -61.5% |
| 10Y | -57.6% | +219.2% | -276.8% | -78.2% |
| All | -57.6% | +217.6% | -275.2% | -78.2% |
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