-45.5%
CDZI vs VT
+53.2%
-98.7%
-74.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.8% | -4.1% | -2.8% | -1.0% |
| 7D | -27.8% | -4.2% | -23.6% | -23.2% |
| 30D | -2.9% | -5.8% | +2.9% | +5.9% |
| 3M | +4.6% | -5.2% | +9.9% | +12.8% |
| 6M | -26.1% | +0.1% | -26.2% | -25.9% |
| YTD | -39.4% | +8.2% | -47.6% | -45.5% |
| 1Y | -33.2% | +10.1% | -43.3% | -41.5% |
| 3Y | +2.1% | +69.7% | -67.6% | -49.9% |
| 5Y | -45.5% | +53.4% | -98.9% | -71.0% |
| All | -45.5% | +53.2% | -98.7% | -71.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling