+264.7%
SCZ vs VOO
+815.3%
-550.5%
-41.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | +1.6% | -0.1% | +0.1% |
| 7D | +0.8% | -0.7% | +1.5% | +1.4% |
| 30D | -0.2% | -1.1% | +0.9% | +0.7% |
| 3M | -1.4% | -0.3% | -1.1% | -1.2% |
| 6M | +3.2% | +7.4% | -4.1% | -2.9% |
| YTD | +10.1% | +13.4% | -3.3% | -1.2% |
| 1Y | +15.4% | +14.8% | +0.6% | +2.4% |
| 3Y | +64.0% | +83.3% | -19.3% | -4.4% |
| 5Y | +26.7% | +76.1% | -49.5% | -24.1% |
| 10Y | +121.2% | +333.4% | -212.2% | -45.4% |
| All | +264.7% | +815.3% | -550.5% | -61.4% |
Cumulative growth
Daily Returns
Daily percentage return beside VOO.
Daily Out/Under-Performance
Portfolio return minus VOO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VOO 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 VOO 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