-71.3%
CZR vs VT
+59.8%
-131.0%
-82.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +1.1% | -1.2% | -2.2% |
| 7D | -0.3% | -0.7% | +0.4% | +0.5% |
| 30D | -1.0% | -1.7% | +0.7% | +1.5% |
| 3M | -1.5% | -2.3% | +0.8% | +1.6% |
| 6M | +5.4% | +1.5% | +3.9% | -0.6% |
| YTD | +25.2% | +12.0% | +13.1% | -5.6% |
| 1Y | +48.7% | +12.9% | +35.8% | +10.1% |
| 3Y | -32.4% | +74.9% | -107.3% | -81.1% |
| 5Y | -71.3% | +59.9% | -131.2% | -89.4% |
| All | -71.3% | +59.8% | -131.0% | -89.4% |
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