+231.1%
SCCO vs VLTO
+25.1%
+206.0%
-39.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VLTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -0.8% | +1.2% | +0.6% |
| 7D | +2.4% | -2.6% | +5.0% | +3.3% |
| 30D | +6.4% | -2.5% | +8.9% | +7.2% |
| 3M | +21.6% | +10.1% | +11.5% | +16.4% |
| 6M | +13.4% | +1.0% | +12.4% | +12.4% |
| YTD | +52.6% | -4.8% | +57.4% | +54.6% |
| 1Y | +122.4% | -9.3% | +131.7% | +129.6% |
| All | +231.1% | +25.1% | +206.0% | +204.5% |
Cumulative growth
Daily Returns
Daily percentage return beside VLTO.
Daily Out/Under-Performance
Portfolio return minus VLTO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VLTO 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 VLTO 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