+303.0%
SCCO vs VSXY
+37.5%
+265.4%
-43.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VSXY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +3.1% | -3.4% | -0.8% |
| 7D | -2.7% | +0.1% | -2.8% | -2.6% |
| 30D | -0.7% | -18.7% | +18.0% | +2.2% |
| 3M | +8.1% | -4.0% | +12.1% | +8.3% |
| 6M | +4.1% | +67.5% | -63.4% | -5.3% |
| YTD | +41.1% | +39.7% | +1.5% | +31.3% |
| 1Y | +95.6% | +180.0% | -84.4% | +64.1% |
| 3Y | +179.3% | +337.3% | -158.0% | +107.8% |
| 5Y | +308.3% | +22.7% | +285.6% | +243.0% |
| All | +303.0% | +37.5% | +265.4% | +231.0% |
Cumulative growth
Daily Returns
Daily percentage return beside VSXY.
Daily Out/Under-Performance
Portfolio return minus VSXY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VSXY 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 VSXY 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