+302.3%
CZWI price history and return analytics
+357.6%
-55.3%
-60.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | +2.6% | -1.4% | +0.6% |
| 7D | +0.8% | +0.4% | +0.4% | +0.7% |
| 30D | +12.7% | -2.6% | +15.3% | +13.4% |
| 3M | +13.7% | -3.2% | +17.0% | +14.6% |
| 6M | +11.7% | +0.9% | +10.7% | +11.3% |
| YTD | +35.5% | +11.3% | +24.2% | +32.0% |
| 1Y | +49.2% | +14.0% | +35.2% | +44.5% |
| 3Y | +162.5% | +75.8% | +86.7% | +131.5% |
| 5Y | +91.6% | +57.8% | +33.7% | +71.8% |
| 10Y | +158.5% | +219.8% | -61.3% | +106.8% |
| All | +302.3% | +357.6% | -55.3% | +188.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling