-98.4%
SCAG vs VOO
+25.9%
-124.3%
-98.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.6% | -0.5% | -3.2% | -4.1% |
| 7D | -14.4% | -0.4% | -14.0% | -14.8% |
| 30D | -35.0% | -1.4% | -33.6% | -36.1% |
| 3M | -20.4% | +3.7% | -24.1% | -18.3% |
| 6M | -86.3% | +13.0% | -99.4% | -88.2% |
| YTD | -88.3% | +12.4% | -100.8% | -90.0% |
| 1Y | -93.2% | +18.6% | -111.8% | -94.7% |
| All | -98.4% | +25.9% | -124.3% | -99.2% |
Cumulative growth
Daily Returns
Daily percentage return beside VOO.
Daily Out/Under-Performance
Portfolio return minus VOO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VOO 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 VOO 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