+7,253.8%
SCCO vs VO
+825.6%
+6,428.1%
-78.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | 0.0% | -2.5% | -2.5% |
| 7D | -1.9% | +3.1% | -5.0% | -5.8% |
| 30D | -17.4% | +2.2% | -19.6% | -19.6% |
| 3M | -11.7% | -2.5% | -9.2% | -8.3% |
| 6M | -12.1% | +7.0% | -19.1% | -18.8% |
| YTD | +20.9% | +14.0% | +6.9% | +3.5% |
| 1Y | +31.3% | +15.6% | +15.7% | +10.6% |
| 3Y | +170.3% | +66.2% | +104.1% | +40.6% |
| 5Y | +240.8% | +36.6% | +204.2% | +124.0% |
| 10Y | +683.6% | +199.0% | +484.7% | +63.8% |
| All | +7,253.8% | +825.6% | +6,428.1% | +213.2% |
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 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