+556.5%
SCZM vs VOO
+321.7%
+234.8%
-92.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.1% | -0.6% | -6.5% | -6.5% |
| 7D | -7.0% | -2.0% | -5.0% | -5.3% |
| 30D | +7.0% | -1.7% | +8.6% | +8.8% |
| 3M | +60.7% | +4.7% | +56.0% | +55.3% |
| 6M | -8.8% | +12.6% | -21.3% | -16.1% |
| YTD | +0.3% | +11.8% | -11.5% | -6.8% |
| 1Y | +49.9% | +17.5% | +32.4% | +34.1% |
| 3Y | +1,459.9% | +77.0% | +1,382.9% | +923.3% |
| 5Y | +912.8% | +82.6% | +830.2% | +549.1% |
| All | +556.5% | +321.7% | +234.8% | +230.7% |
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