+1,063.5%
SCCO vs VO
+200.3%
+863.3%
-54.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +0.8% | -1.1% | -1.2% |
| 7D | -2.7% | -1.5% | -1.1% | -1.0% |
| 30D | -0.7% | -3.0% | +2.3% | +2.7% |
| 3M | +8.1% | +2.8% | +5.3% | +5.0% |
| 6M | +4.1% | +10.9% | -6.8% | -5.8% |
| YTD | +41.1% | +12.5% | +28.7% | +26.2% |
| 1Y | +95.6% | +12.0% | +83.6% | +76.1% |
| 3Y | +179.3% | +56.3% | +123.0% | +78.7% |
| 5Y | +308.3% | +42.9% | +265.4% | +184.5% |
| All | +1,063.5% | +200.3% | +863.3% | +258.0% |
Cumulative growth
Daily Returns
Daily percentage return beside VO.
Daily Out/Under-Performance
Portfolio return minus VO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VO 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 VO 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