+1,063.5%
SCCO vs VCLT
+17.1%
+1,046.4%
-54.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VCLT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | 0.0% | -0.4% | -0.4% |
| 7D | -2.7% | -1.4% | -1.3% | -2.0% |
| 30D | -0.7% | -1.2% | +0.5% | -0.1% |
| 3M | +8.1% | -4.8% | +12.9% | +10.7% |
| 6M | +4.1% | -2.6% | +6.7% | +5.9% |
| YTD | +41.1% | -3.3% | +44.5% | +44.0% |
| 1Y | +95.6% | -4.8% | +100.4% | +100.9% |
| 3Y | +179.3% | +11.5% | +167.7% | +169.0% |
| 5Y | +308.3% | -17.0% | +325.3% | +326.7% |
| All | +1,063.5% | +17.1% | +1,046.4% | +1,115.7% |
Cumulative growth
Daily Returns
Daily percentage return beside VCLT.
Daily Out/Under-Performance
Portfolio return minus VCLT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VCLT 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 10y: compounded portfolio wealth divided by compounded VCLT 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…
10y analysis · Full analysis span regression · 6 months rolling