+695.6%
SCCO vs VT
+222.7%
+472.9%
-54.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | -0.6% | -1.9% | -1.7% |
| 7D | +1.7% | +2.9% | -1.2% | -2.1% |
| 30D | -18.1% | -2.5% | -15.6% | -14.8% |
| 3M | -12.8% | -3.3% | -9.5% | -8.1% |
| 6M | -8.5% | +1.5% | -10.0% | -8.5% |
| YTD | +23.9% | +11.4% | +12.6% | +11.4% |
| 1Y | +30.0% | +11.9% | +18.1% | +16.4% |
| 3Y | +175.2% | +73.9% | +101.3% | +45.4% |
| 5Y | +249.4% | +57.9% | +191.5% | +108.8% |
| All | +695.6% | +222.7% | +472.9% | +117.2% |
Cumulative growth
Daily Returns
Daily percentage return beside VT.
Daily Out/Under-Performance
Portfolio return minus VT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VT 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 VT 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