+322.1%
IVV vs SCCO
+1,159.3%
-837.2%
-33.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SCCO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +0.3% | -0.7% | -0.5% |
| 7D | -0.4% | +2.4% | -2.8% | -1.0% |
| 30D | -1.4% | +6.4% | -7.8% | -3.2% |
| 3M | +3.7% | +21.6% | -17.9% | -2.3% |
| 6M | +13.0% | +13.4% | -0.4% | +7.5% |
| YTD | +12.4% | +52.6% | -40.2% | -2.8% |
| 1Y | +18.6% | +122.4% | -103.8% | -8.3% |
| 3Y | +78.1% | +208.5% | -130.4% | +20.4% |
| 5Y | +82.3% | +353.9% | -271.6% | +5.3% |
| 10Y | +322.1% | +1,187.3% | -865.2% | +69.3% |
| All | +322.1% | +1,159.3% | -837.2% | +69.3% |
Cumulative growth
Daily Returns
Daily percentage return beside SCCO.
Daily Out/Under-Performance
Portfolio return minus SCCO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SCCO 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 SCCO 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