+8,719.9%
SCCO vs VO
+827.2%
+7,892.6%
-78.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -0.2% | -0.2% | -0.1% |
| 7D | -5.3% | -0.3% | -5.0% | -4.9% |
| 30D | +2.7% | -0.3% | +3.0% | +3.1% |
| 3M | +4.2% | +2.9% | +1.3% | +0.9% |
| 6M | -0.6% | +9.3% | -10.0% | -10.4% |
| YTD | +45.0% | +14.2% | +30.8% | +23.5% |
| 1Y | +109.3% | +15.3% | +94.1% | +76.6% |
| 3Y | +180.8% | +56.2% | +124.5% | +58.2% |
| 5Y | +314.3% | +42.4% | +271.8% | +156.5% |
| 10Y | +1,083.3% | +194.7% | +888.6% | +152.2% |
| All | +8,719.9% | +827.2% | +7,892.6% | +273.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling