+37.2%
CZWI price history and return analytics
+20.4%
+16.7%
-14.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -0.6% | +0.5% | 0.0% |
| 7D | +2.7% | -0.1% | +2.9% | +2.8% |
| 30D | +8.3% | -0.7% | +9.0% | +8.4% |
| 3M | +8.7% | +4.0% | +4.7% | +7.4% |
| 6M | +24.7% | +12.3% | +12.4% | +19.4% |
| YTD | +25.7% | +14.0% | +11.7% | +19.9% |
| 1Y | +37.2% | +20.3% | +16.9% | +26.2% |
| All | +37.2% | +20.4% | +16.7% | +26.2% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling