+202.0%
SCCO vs VO
+56.0%
+146.0%
-39.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -0.8% | +1.2% | +1.5% |
| 7D | +2.4% | -0.6% | +3.0% | +3.2% |
| 30D | +6.4% | -1.9% | +8.3% | +9.3% |
| 3M | +21.6% | +3.3% | +18.3% | +16.4% |
| 6M | +13.4% | +9.7% | +3.7% | +0.9% |
| YTD | +52.6% | +12.6% | +40.0% | +31.7% |
| 1Y | +122.4% | +13.6% | +108.7% | +90.2% |
| All | +202.0% | +56.0% | +146.0% | +71.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling