+1,503.2%
SCZM vs VT
+75.0%
+1,428.3%
-63.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.6% | 0.0% | -4.6% | -4.6% |
| 7D | +4.4% | +0.4% | +4.0% | +3.6% |
| 30D | +24.9% | +1.0% | +23.9% | +22.8% |
| 3M | +31.0% | +2.4% | +28.6% | +27.6% |
| 6M | -4.1% | +12.0% | -16.1% | -19.5% |
| YTD | +2.9% | +15.3% | -12.4% | -16.6% |
| 1Y | +73.2% | +22.6% | +50.6% | +28.6% |
| All | +1,503.2% | +75.0% | +1,428.3% | +825.8% |
Cumulative growth
Daily Returns
Daily percentage return beside VT.
Daily Out/Under-Performance
Portfolio return minus VT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VT 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 3y: compounded portfolio wealth divided by compounded VT 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…
3y analysis · Full analysis span regression · 6 months rolling