-43.3%
CDZI vs VT
+224.5%
-267.8%
-90.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.0% | 0.0% | +4.0% | +4.0% |
| 7D | +4.5% | +0.4% | +4.1% | +4.1% |
| 30D | +28.3% | +1.0% | +27.3% | +27.3% |
| 3M | -8.6% | +2.4% | -10.9% | -10.0% |
| 6M | -25.5% | +12.0% | -37.5% | -31.8% |
| YTD | -25.7% | +15.3% | -41.0% | -33.4% |
| 1Y | +16.5% | +22.6% | -6.1% | -0.5% |
| 3Y | +2.7% | +74.7% | -72.0% | -31.0% |
| 5Y | -68.9% | +66.1% | -135.0% | -78.8% |
| All | -43.3% | +224.5% | -267.8% | -73.6% |
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