+121.3%
SCZ price history and return analytics
+224.4%
-103.1%
-41.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +1.1% | -0.9% | -0.7% |
| 7D | -1.0% | -0.7% | -0.3% | -0.4% |
| 30D | -0.4% | -1.7% | +1.4% | +1.2% |
| 3M | -3.3% | -2.3% | -1.0% | -1.3% |
| 6M | -1.6% | +1.5% | -3.2% | -3.1% |
| YTD | +9.0% | +12.0% | -3.1% | -1.7% |
| 1Y | +12.6% | +12.9% | -0.3% | +0.9% |
| 3Y | +64.6% | +74.9% | -10.3% | -1.3% |
| 5Y | +27.3% | +59.9% | -32.6% | -17.5% |
| 10Y | +121.3% | +224.6% | -103.4% | -21.7% |
| All | +121.3% | +224.4% | -103.1% | -21.7% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling