+622.2%
CZWI vs VOO
+817.1%
-194.9%
-59.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -0.4% | +1.5% | +1.2% |
| 7D | +5.0% | +0.1% | +4.9% | +5.0% |
| 30D | +2.1% | +0.1% | +2.0% | +2.1% |
| 3M | +7.9% | +2.0% | +5.9% | +7.1% |
| 6M | +23.0% | +13.0% | +10.0% | +17.8% |
| YTD | +25.8% | +13.6% | +12.2% | +20.3% |
| 1Y | +34.8% | +20.1% | +14.7% | +26.5% |
| 3Y | +125.5% | +77.6% | +47.9% | +85.9% |
| 5Y | +77.4% | +82.4% | -5.0% | +43.9% |
| 10Y | +155.3% | +316.8% | -161.5% | +67.1% |
| All | +622.2% | +817.1% | -194.9% | +367.6% |
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