+172.2%
SCCO vs VLTO
+56.3%
+115.9%
-39.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VLTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | +0.1% | -3.3% | -3.2% |
| 7D | -1.8% | +1.6% | -3.4% | -2.2% |
| 30D | -17.8% | +22.0% | -39.7% | -22.5% |
| 3M | -12.5% | +21.9% | -34.4% | -17.6% |
| 6M | -4.1% | +36.5% | -40.6% | -14.0% |
| YTD | +25.5% | +19.0% | +6.5% | +18.8% |
| 1Y | +31.0% | +21.0% | +10.0% | +22.9% |
| 3Y | +178.7% | +69.9% | +108.8% | +132.7% |
| All | +172.2% | +56.3% | +115.9% | +134.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling