-50.3%
CDZI vs VT
+215.5%
-265.8%
-90.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.3% | +0.2% | +5.1% | +5.1% |
| 7D | -21.3% | -2.3% | -19.0% | -19.7% |
| 30D | -1.1% | -5.0% | +3.8% | +3.4% |
| 3M | +9.5% | -4.9% | +14.4% | +14.3% |
| 6M | -24.2% | -1.5% | -22.6% | -22.7% |
| YTD | -36.2% | +8.5% | -44.7% | -39.8% |
| 1Y | -26.9% | +11.4% | -38.3% | -32.5% |
| 3Y | +8.2% | +70.1% | -61.9% | -25.4% |
| 5Y | -42.6% | +53.7% | -96.4% | -58.6% |
| All | -50.3% | +215.5% | -265.8% | -75.2% |
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