+589.8%
SCZM price history and return analytics
+222.7%
+367.1%
-92.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.6% | -0.6% | +5.3% | +5.4% |
| 7D | +2.5% | -0.1% | +2.6% | +2.6% |
| 30D | +16.1% | -0.7% | +16.8% | +17.2% |
| 3M | +71.0% | +4.0% | +67.0% | +65.0% |
| 6M | +3.3% | +12.3% | -9.0% | -7.0% |
| YTD | +8.0% | +14.0% | -6.1% | -3.4% |
| 1Y | +72.7% | +20.3% | +52.4% | +46.8% |
| 3Y | +1,579.0% | +75.4% | +1,503.6% | +899.2% |
| 5Y | +926.6% | +66.0% | +860.6% | +545.4% |
| 10Y | +589.8% | +228.2% | +361.6% | +179.3% |
| All | +589.8% | +222.7% | +367.1% | +179.3% |
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