+177.5%
CZWI vs VT
+69.7%
+107.7%
-23.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +0.2% | -1.2% | -1.1% |
| 7D | +0.3% | -2.3% | +2.6% | +1.4% |
| 30D | +10.0% | -5.0% | +15.0% | +12.6% |
| 3M | +9.0% | -4.9% | +13.8% | +11.4% |
| 6M | +12.8% | -1.5% | +14.3% | +13.2% |
| YTD | +33.9% | +8.5% | +25.4% | +27.5% |
| 1Y | +47.3% | +11.4% | +35.9% | +38.1% |
| 3Y | +177.5% | +70.1% | +107.4% | +89.1% |
| All | +177.5% | +69.7% | +107.7% | +89.1% |
Cumulative growth
Daily Returns
Daily percentage return beside VT.
Daily Out/Under-Performance
Portfolio return minus VT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VT 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 3y: compounded portfolio wealth divided by compounded VT 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…
3y analysis · Full analysis span regression · 6 months rolling