+565.1%
SCZM vs VOO
+311.2%
+253.9%
-89.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.2% | -0.3% | -3.9% | -3.9% |
| 7D | -3.6% | +3.3% | -6.9% | -6.4% |
| 30D | -16.8% | -2.7% | -14.1% | -14.1% |
| 3M | -20.5% | -1.7% | -18.8% | -18.5% |
| 6M | -30.5% | +3.1% | -33.7% | -31.0% |
| YTD | -27.0% | +11.9% | -39.0% | -31.7% |
| 1Y | +20.6% | +12.1% | +8.5% | +13.1% |
| 3Y | +1,251.6% | +78.6% | +1,173.0% | +790.9% |
| 5Y | +540.9% | +73.8% | +467.1% | +328.0% |
| All | +565.1% | +311.2% | +253.9% | +375.0% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling