+155.4%
CZWI vs VOO
+311.2%
-155.8%
-59.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -0.3% | +0.6% | +0.4% |
| 7D | -0.8% | +3.3% | -4.0% | -2.1% |
| 30D | +11.0% | -2.7% | +13.7% | +12.2% |
| 3M | +13.8% | -1.7% | +15.6% | +14.6% |
| 6M | +12.7% | +3.1% | +9.6% | +11.0% |
| YTD | +34.3% | +11.9% | +22.3% | +27.6% |
| 1Y | +44.9% | +12.1% | +32.8% | +37.6% |
| 3Y | +142.1% | +78.6% | +63.5% | +88.0% |
| 5Y | +90.0% | +73.8% | +16.3% | +48.2% |
| All | +155.4% | +311.2% | -155.8% | +32.4% |
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