+2,042.2%
SCCO vs VEU
+188.7%
+1,853.6%
-78.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VEU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -0.8% | +1.1% | +1.4% |
| 7D | +2.4% | +0.3% | +2.1% | +1.9% |
| 30D | +6.4% | +0.7% | +5.8% | +5.5% |
| 3M | +21.6% | +4.7% | +16.9% | +15.0% |
| 6M | +13.4% | +11.6% | +1.8% | -0.4% |
| YTD | +52.6% | +16.8% | +35.8% | +26.9% |
| 1Y | +122.4% | +24.9% | +97.5% | +69.6% |
| 3Y | +208.5% | +75.7% | +132.7% | +50.8% |
| 5Y | +353.9% | +56.1% | +297.8% | +164.7% |
| 10Y | +1,187.3% | +153.6% | +1,033.6% | +295.0% |
| All | +2,042.2% | +188.7% | +1,853.6% | +503.3% |
Cumulative growth
Daily Returns
Daily percentage return beside VEU.
Daily Out/Under-Performance
Portfolio return minus VEU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VEU 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 VEU 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