-18.7%
SCZM price history and return analytics
+333.2%
-351.9%
-98.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.4% | -0.5% | -6.0% | -5.9% |
| 7D | +11.8% | -0.1% | +12.0% | +12.4% |
| 30D | -16.9% | -3.1% | -13.8% | -13.5% |
| 3M | -15.7% | -3.5% | -12.2% | -11.4% |
| 6M | -16.2% | +0.5% | -16.6% | -14.2% |
| YTD | -21.6% | +10.8% | -32.4% | -25.9% |
| 1Y | +38.1% | +11.9% | +26.2% | +30.0% |
| 3Y | +1,351.3% | +73.0% | +1,278.3% | +851.4% |
| 5Y | +588.2% | +58.6% | +529.6% | +384.8% |
| 10Y | +474.2% | +219.2% | +255.0% | +169.8% |
| All | -18.7% | +333.2% | -351.9% | -67.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling