+310.9%
SCCO vs VIG
+63.0%
+247.9%
-43.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VIG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +0.7% | -1.0% | -1.2% |
| 7D | -2.7% | -1.1% | -1.6% | -1.4% |
| 30D | -0.7% | -2.7% | +2.0% | +2.8% |
| 3M | +8.1% | +2.5% | +5.5% | +4.8% |
| 6M | +4.1% | +9.2% | -5.1% | -5.6% |
| YTD | +41.1% | +9.8% | +31.3% | +27.4% |
| 1Y | +95.6% | +12.4% | +83.2% | +72.7% |
| 3Y | +179.3% | +55.9% | +123.4% | +74.4% |
| All | +310.9% | +63.0% | +247.9% | +135.7% |
Cumulative growth
Daily Returns
Daily percentage return beside VIG.
Daily Out/Under-Performance
Portfolio return minus VIG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VIG 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 5y: compounded portfolio wealth divided by compounded VIG 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…
5y analysis · Full analysis span regression · 6 months rolling