+885.2%
SCZM vs VOO
+82.3%
+802.9%
-72.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -0.6% | +0.9% | +1.0% |
| 7D | +8.4% | +0.5% | +7.8% | +7.7% |
| 30D | +18.7% | -0.9% | +19.6% | +20.2% |
| 3M | +57.3% | +3.9% | +53.4% | +51.4% |
| 6M | -0.6% | +14.5% | -15.1% | -13.1% |
| YTD | +3.2% | +13.0% | -9.7% | -7.8% |
| 1Y | +64.4% | +19.4% | +45.0% | +39.0% |
| 3Y | +1,505.0% | +78.9% | +1,426.1% | +815.0% |
| 5Y | +885.2% | +82.3% | +802.9% | +456.0% |
| All | +885.2% | +82.3% | +802.9% | +456.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling