-58.2%
SCC vs VT
+69.4%
-127.6%
-62.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.6% | -4.1% | +11.6% | -1.9% |
| 7D | -3.6% | -4.2% | +0.5% | -12.0% |
| 30D | -10.6% | -5.8% | -4.8% | -21.4% |
| 3M | +1.2% | -5.2% | +6.4% | -9.4% |
| 6M | -1.3% | +0.1% | -1.4% | +2.4% |
| YTD | -0.1% | +8.2% | -8.3% | +28.8% |
| 1Y | +1.5% | +10.1% | -8.6% | +37.8% |
| All | -58.2% | +69.4% | -127.6% | +101.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling