+35.8%
CZNC vs VT
+66.2%
-30.4%
-34.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -0.5% | -0.6% | -0.9% |
| 7D | +1.9% | +1.0% | +0.9% | +1.4% |
| 30D | +1.8% | -0.2% | +2.0% | +1.9% |
| 3M | +22.4% | +4.5% | +17.9% | +19.0% |
| 6M | +18.5% | +14.1% | +4.4% | +8.9% |
| YTD | +32.7% | +14.8% | +17.9% | +21.3% |
| 1Y | +34.1% | +21.2% | +12.9% | +18.3% |
| 3Y | +74.1% | +76.6% | -2.5% | +24.0% |
| 5Y | +35.8% | +66.6% | -30.8% | +2.8% |
| All | +35.8% | +66.2% | -30.4% | +2.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling