+582.3%
CZR vs VOO
+369.1%
+213.2%
-89.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.4% | +0.4% | +0.7% |
| 7D | -0.2% | +0.1% | -0.3% | -0.4% |
| 30D | -1.4% | +0.1% | -1.5% | -1.6% |
| 3M | +1.4% | +2.0% | -0.6% | -3.1% |
| 6M | +16.1% | +13.0% | +3.1% | -8.4% |
| YTD | +26.9% | +13.6% | +13.3% | -0.7% |
| 1Y | +15.3% | +20.1% | -4.8% | -18.7% |
| 3Y | -46.8% | +77.6% | -124.3% | -81.1% |
| 5Y | -71.3% | +82.4% | -153.8% | -89.5% |
| 10Y | +109.5% | +316.8% | -207.4% | -69.2% |
| All | +582.3% | +369.1% | +213.2% | -8.2% |
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