+141.5%
CZWI vs VOO
+325.3%
-183.8%
-59.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | +0.8% | -1.6% | -1.1% |
| 7D | -0.9% | -0.8% | -0.1% | -0.5% |
| 30D | +5.7% | -1.1% | +6.8% | +6.2% |
| 3M | +6.4% | +3.9% | +2.5% | +4.6% |
| 6M | +21.9% | +13.6% | +8.2% | +15.1% |
| YTD | +24.7% | +12.7% | +12.0% | +18.2% |
| 1Y | +33.7% | +17.6% | +16.1% | +24.4% |
| 3Y | +126.8% | +77.3% | +49.4% | +77.0% |
| 5Y | +77.4% | +84.1% | -6.7% | +34.9% |
| All | +141.5% | +325.3% | -183.8% | +33.5% |
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