-26.6%
SCZM vs VOO
+564.5%
-591.1%
-98.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | -0.4% | -2.7% | -2.8% |
| 7D | -9.2% | +2.6% | -11.7% | -11.0% |
| 30D | -14.2% | -2.0% | -12.2% | -12.3% |
| 3M | -21.7% | -2.8% | -18.9% | -19.2% |
| 6M | -31.8% | +2.2% | -34.0% | -31.7% |
| YTD | -29.3% | +11.5% | -40.8% | -33.1% |
| 1Y | +23.7% | +13.5% | +10.2% | +15.9% |
| 3Y | +1,211.4% | +78.1% | +1,133.4% | +809.7% |
| 5Y | +520.9% | +73.1% | +447.8% | +336.4% |
| 10Y | +499.1% | +310.7% | +188.4% | +186.7% |
| All | -26.6% | +564.5% | -591.1% | -72.3% |
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