+885.2%
SCZM price history and return analytics
+66.2%
+819.0%
-72.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -0.5% | +0.8% | +1.1% |
| 7D | +8.4% | +1.0% | +7.4% | +6.7% |
| 30D | +18.7% | -0.2% | +18.9% | +19.4% |
| 3M | +57.3% | +4.5% | +52.7% | +48.1% |
| 6M | -0.6% | +14.1% | -14.7% | -16.4% |
| YTD | +3.2% | +14.8% | -11.6% | -12.8% |
| 1Y | +64.4% | +21.2% | +43.2% | +29.3% |
| 3Y | +1,505.0% | +76.6% | +1,428.4% | +672.5% |
| 5Y | +885.2% | +66.6% | +818.6% | +399.4% |
| All | +885.2% | +66.2% | +819.0% | +399.4% |
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