+142.6%
CZFS vs VOO
+309.6%
-167.1%
-55.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -0.4% | 0.0% | -0.3% |
| 7D | +0.3% | +2.6% | -2.2% | -0.5% |
| 30D | +8.8% | -2.0% | +10.8% | +9.4% |
| 3M | +4.9% | -2.8% | +7.6% | +5.7% |
| 6M | +37.1% | +2.2% | +34.9% | +35.9% |
| YTD | +52.7% | +11.5% | +41.2% | +46.9% |
| 1Y | +53.9% | +13.5% | +40.4% | +47.2% |
| 3Y | +79.4% | +78.1% | +1.3% | +54.3% |
| 5Y | +68.5% | +73.1% | -4.7% | +44.2% |
| All | +142.6% | +309.6% | -167.1% | +99.9% |
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