-20.9%
SCZM vs VOO
+569.2%
-590.2%
-98.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | +1.3% | -4.1% | -3.9% |
| 7D | -4.3% | -0.9% | -3.4% | -3.5% |
| 30D | -17.2% | -2.3% | -14.9% | -15.1% |
| 3M | -18.8% | -1.2% | -17.6% | -17.3% |
| 6M | -22.0% | +3.3% | -25.3% | -22.5% |
| YTD | -23.8% | +12.3% | -36.1% | -28.4% |
| 1Y | +38.8% | +12.5% | +26.3% | +30.8% |
| 3Y | +1,311.0% | +79.2% | +1,231.9% | +873.4% |
| 5Y | +569.1% | +75.7% | +493.4% | +365.4% |
| 10Y | +545.6% | +313.7% | +231.9% | +207.1% |
| All | -20.9% | +569.2% | -590.2% | -70.4% |
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