+57.3%
CZFS vs VT
+10.7%
+46.6%
-13.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -4.1% | +2.6% | -0.8% |
| 7D | +1.3% | -4.2% | +5.5% | +1.9% |
| 30D | +8.0% | -5.8% | +13.8% | +8.9% |
| 3M | +5.5% | -5.2% | +10.8% | +6.3% |
| 6M | +38.3% | +0.1% | +38.1% | +37.7% |
| YTD | +54.3% | +8.2% | +46.0% | +52.1% |
| 1Y | +57.3% | +10.1% | +47.1% | +55.0% |
| All | +57.3% | +10.7% | +46.6% | +55.0% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling