+121.0%
CZFS vs VOO
+315.3%
-194.3%
-55.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -0.5% | +0.8% | +0.5% |
| 7D | -0.1% | -0.4% | +0.3% | +0.1% |
| 30D | +1.8% | -1.4% | +3.2% | +2.2% |
| 3M | +23.2% | +3.7% | +19.5% | +21.7% |
| 6M | +37.1% | +13.0% | +24.0% | +31.5% |
| YTD | +47.1% | +12.4% | +34.7% | +41.4% |
| 1Y | +39.3% | +18.6% | +20.7% | +31.5% |
| 3Y | +81.2% | +78.1% | +3.2% | +56.1% |
| 5Y | +59.5% | +82.3% | -22.8% | +35.6% |
| 10Y | +121.0% | +322.5% | -201.5% | +83.3% |
| All | +121.0% | +315.3% | -194.3% | +83.3% |
Cumulative growth
Daily Returns
Daily percentage return beside VOO.
Daily Out/Under-Performance
Portfolio return minus VOO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VOO 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 VOO 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