+89.8%
CZWI price history and return analytics
+53.4%
+36.4%
-51.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +0.2% | -1.2% | -1.1% |
| 7D | +0.3% | -2.3% | +2.6% | +1.2% |
| 30D | +10.0% | -5.0% | +15.0% | +12.2% |
| 3M | +9.0% | -4.9% | +13.8% | +11.1% |
| 6M | +12.8% | -1.5% | +14.3% | +13.2% |
| YTD | +33.9% | +8.5% | +25.4% | +29.0% |
| 1Y | +47.3% | +11.4% | +35.9% | +40.2% |
| 3Y | +177.5% | +70.1% | +107.4% | +125.4% |
| All | +89.8% | +53.4% | +36.4% | +56.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling