+405.4%
CZFS vs VOO
+795.4%
-390.0%
-55.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -0.3% | +0.5% | +0.3% |
| 7D | +2.1% | -0.6% | +2.7% | +2.2% |
| 30D | +10.6% | -3.6% | +14.3% | +11.5% |
| 3M | +7.1% | -2.7% | +9.9% | +7.7% |
| 6M | +37.2% | +2.2% | +34.9% | +36.4% |
| YTD | +54.8% | +10.9% | +43.9% | +51.1% |
| 1Y | +55.4% | +11.3% | +44.0% | +51.5% |
| 3Y | +77.9% | +76.9% | +1.0% | +61.8% |
| 5Y | +69.3% | +73.5% | -4.2% | +53.2% |
| 10Y | +145.2% | +307.7% | -162.5% | +116.3% |
| All | +405.4% | +795.4% | -390.0% | +359.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling