+78.5%
CZWI vs VOO
+82.3%
-3.8%
-51.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -0.6% | +0.7% | +0.3% |
| 7D | +6.8% | +0.5% | +6.2% | +6.6% |
| 30D | +5.7% | -0.9% | +6.6% | +6.0% |
| 3M | +7.8% | +3.9% | +3.9% | +6.2% |
| 6M | +26.1% | +14.5% | +11.6% | +19.6% |
| YTD | +25.9% | +13.0% | +13.0% | +20.1% |
| 1Y | +36.0% | +19.4% | +16.6% | +27.0% |
| 3Y | +128.8% | +78.9% | +50.0% | +86.9% |
| 5Y | +78.5% | +82.3% | -3.7% | +42.9% |
| All | +78.5% | +82.3% | -3.8% | +42.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling