-58.8%
CDZI price history and return analytics
+224.4%
-283.1%
-90.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | +1.1% | +0.4% | +0.5% |
| 7D | -7.4% | -0.7% | -6.7% | -6.6% |
| 30D | -6.1% | -1.7% | -4.4% | -4.4% |
| 3M | -4.8% | -2.3% | -2.5% | -2.8% |
| 6M | -27.6% | +1.5% | -29.1% | -28.0% |
| YTD | -39.8% | +12.0% | -51.8% | -44.6% |
| 1Y | -26.7% | +12.9% | -39.6% | -33.0% |
| 3Y | +10.5% | +74.9% | -64.5% | -25.6% |
| 5Y | -44.2% | +59.9% | -104.1% | -60.9% |
| 10Y | -58.8% | +224.6% | -283.4% | -80.0% |
| All | -58.8% | +224.4% | -283.1% | -80.0% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling