+230.0%
SCCO vs VLTO
+26.2%
+203.8%
-39.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VLTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.9% | -0.8% | +5.7% | +5.2% |
| 7D | +3.4% | -1.6% | +5.0% | +4.0% |
| 30D | +6.6% | -2.9% | +9.5% | +7.5% |
| 3M | +24.5% | +12.7% | +11.8% | +18.2% |
| 6M | +16.5% | +1.6% | +14.9% | +15.3% |
| YTD | +52.1% | -4.0% | +56.1% | +53.7% |
| 1Y | +114.2% | -10.2% | +124.3% | +122.3% |
| All | +230.0% | +26.2% | +203.8% | +202.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling