+792.9%
SCZM vs VT
+66.2%
+726.7%
-72.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.6% | 0.0% | -4.6% | -4.6% |
| 7D | +4.4% | +0.4% | +4.0% | +3.7% |
| 30D | +24.9% | +1.0% | +23.9% | +23.2% |
| 3M | +31.0% | +2.4% | +28.6% | +28.4% |
| 6M | -4.1% | +12.0% | -16.1% | -17.2% |
| YTD | +2.9% | +15.3% | -12.4% | -13.8% |
| 1Y | +73.2% | +22.6% | +50.6% | +33.8% |
| 3Y | +1,453.1% | +74.7% | +1,378.5% | +656.0% |
| All | +792.9% | +66.2% | +726.7% | +351.0% |
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