+6.8%
SCZM vs VOO
+576.8%
-570.0%
-98.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.6% | -0.4% | -4.2% | -4.3% |
| 7D | +4.4% | +0.1% | +4.3% | +4.4% |
| 30D | +24.9% | +0.1% | +24.8% | +25.0% |
| 3M | +31.0% | +2.0% | +28.9% | +30.1% |
| 6M | -4.1% | +13.0% | -17.1% | -11.3% |
| YTD | +2.9% | +13.6% | -10.7% | -4.8% |
| 1Y | +73.2% | +20.1% | +53.1% | +54.4% |
| 3Y | +1,453.1% | +77.6% | +1,375.6% | +966.3% |
| 5Y | +765.6% | +82.4% | +683.1% | +483.4% |
| 10Y | +542.5% | +316.8% | +225.6% | +201.3% |
| All | +6.8% | +576.8% | -570.0% | -60.6% |
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