+583.6%
SCZM vs VT
+53.4%
+530.2%
-72.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.8% | +0.2% | +2.6% | +2.4% |
| 7D | +11.1% | -2.3% | +13.4% | +15.9% |
| 30D | -11.0% | -5.0% | -6.1% | -2.1% |
| 3M | -5.6% | -4.9% | -0.8% | +4.3% |
| 6M | -14.0% | -1.5% | -12.4% | -8.2% |
| YTD | -22.2% | +8.5% | -30.6% | -26.8% |
| 1Y | +51.2% | +11.4% | +39.9% | +37.8% |
| 3Y | +1,218.4% | +70.1% | +1,148.3% | +587.3% |
| All | +583.6% | +53.4% | +530.2% | +305.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling