+3,236.3%
SCCO vs VIG
+614.0%
+2,622.3%
-78.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VIG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -0.5% | +0.9% | +1.1% |
| 7D | +2.4% | -1.2% | +3.6% | +4.2% |
| 30D | +6.4% | -2.8% | +9.2% | +11.0% |
| 3M | +21.6% | +2.5% | +19.1% | +17.5% |
| 6M | +13.4% | +8.1% | +5.3% | +2.1% |
| YTD | +52.6% | +9.6% | +43.1% | +35.0% |
| 1Y | +122.4% | +14.2% | +108.2% | +85.8% |
| 3Y | +208.5% | +56.1% | +152.4% | +61.2% |
| 5Y | +353.9% | +62.8% | +291.1% | +117.9% |
| 10Y | +1,187.3% | +248.2% | +939.1% | +69.6% |
| All | +3,236.3% | +614.0% | +2,622.3% | +24.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling