+110.6%
CZR vs VOO
+325.3%
-214.7%
-89.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +0.8% | -0.8% | -1.6% |
| 7D | 0.0% | -0.8% | +0.7% | +1.4% |
| 30D | +0.1% | -1.1% | +1.2% | +2.1% |
| 3M | +0.5% | +3.9% | -3.3% | -7.4% |
| 6M | +2.1% | +13.6% | -11.6% | -22.0% |
| YTD | +26.8% | +12.7% | +14.1% | -1.6% |
| 1Y | +14.6% | +17.6% | -3.0% | -18.5% |
| 3Y | -44.5% | +77.3% | -121.8% | -82.4% |
| 5Y | -71.5% | +84.1% | -155.7% | -90.9% |
| All | +110.6% | +325.3% | -214.7% | -80.3% |
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