+683.4%
CZWI vs VOO
+800.4%
-117.1%
-59.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -0.4% | +2.0% | +1.7% |
| 7D | +1.9% | +2.6% | -0.7% | +1.0% |
| 30D | +14.0% | -2.0% | +16.0% | +14.8% |
| 3M | +13.5% | -2.8% | +16.2% | +14.5% |
| 6M | +14.7% | +2.2% | +12.5% | +13.7% |
| YTD | +36.4% | +11.5% | +24.9% | +31.2% |
| 1Y | +43.9% | +13.5% | +30.4% | +37.6% |
| 3Y | +140.2% | +78.1% | +62.1% | +97.9% |
| 5Y | +93.1% | +73.1% | +20.0% | +59.4% |
| 10Y | +159.1% | +310.7% | -151.7% | +70.5% |
| All | +683.4% | +800.4% | -117.1% | +410.2% |
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