+179.3%
SCCO vs ITOT
+75.8%
+103.5%
-39.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ITOT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +0.8% | -1.2% | -1.6% |
| 7D | -2.7% | -0.9% | -1.7% | -1.3% |
| 30D | -0.7% | -1.5% | +0.7% | +1.4% |
| 3M | +8.1% | +3.6% | +4.5% | +3.1% |
| 6M | +4.1% | +13.7% | -9.6% | -11.2% |
| YTD | +41.1% | +12.9% | +28.2% | +21.7% |
| 1Y | +95.6% | +17.2% | +78.4% | +61.9% |
| 3Y | +179.3% | +75.6% | +103.6% | +37.1% |
| All | +179.3% | +75.8% | +103.5% | +37.1% |
Cumulative growth
Daily Returns
Daily percentage return beside ITOT.
Daily Out/Under-Performance
Portfolio return minus ITOT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ITOT 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 ITOT 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