+7,860.3%
SCCO vs ITOT
+879.4%
+6,980.8%
-78.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ITOT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.2% | -0.6% | -6.6% | -6.3% |
| 7D | -2.7% | -2.0% | -0.7% | +0.2% |
| 30D | -0.2% | -2.0% | +1.8% | +2.7% |
| 3M | +17.8% | +4.5% | +13.2% | +11.2% |
| 6M | +2.3% | +12.6% | -10.4% | -11.9% |
| YTD | +41.6% | +12.0% | +29.6% | +23.3% |
| 1Y | +101.9% | +17.3% | +84.6% | +65.7% |
| 3Y | +186.2% | +75.2% | +110.9% | +32.6% |
| 5Y | +309.7% | +74.0% | +235.7% | +85.2% |
| 10Y | +1,094.2% | +298.6% | +795.6% | +44.2% |
| All | +7,860.3% | +879.4% | +6,980.8% | +135.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling