-78.0%
CDZI vs VT
+363.9%
-441.8%
-92.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.7% | +1.7% | -5.4% | -5.5% |
| 7D | -22.7% | -0.3% | -22.4% | -22.5% |
| 30D | +2.2% | -1.4% | +3.7% | +3.7% |
| 3M | +14.8% | -1.4% | +16.2% | +16.2% |
| 6M | -17.0% | +5.5% | -22.5% | -21.1% |
| YTD | -34.9% | +12.8% | -47.8% | -42.2% |
| 1Y | -28.4% | +15.4% | -43.9% | -37.9% |
| 3Y | +9.6% | +76.9% | -67.3% | -36.8% |
| 5Y | -41.4% | +60.4% | -101.8% | -62.1% |
| 10Y | -47.1% | +232.8% | -279.9% | -85.6% |
| All | -78.0% | +363.9% | -441.8% | -96.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling