-98.1%
SCAG vs VT
+28.8%
-126.9%
-98.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | 0.0% | -1.4% | -1.4% |
| 7D | +1.4% | +0.4% | +1.0% | +2.0% |
| 30D | -25.1% | +1.0% | -26.1% | -24.4% |
| 3M | -2.1% | +2.4% | -4.5% | +2.2% |
| 6M | -83.5% | +12.0% | -95.5% | -84.7% |
| YTD | -86.3% | +15.3% | -101.6% | -88.6% |
| 1Y | -92.3% | +22.6% | -114.8% | -94.7% |
| All | -98.1% | +28.8% | -126.9% | -99.1% |
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