+1,144.5%
SCCO vs VT
+221.4%
+923.1%
-54.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.9% | -0.5% | +5.4% | +5.6% |
| 7D | +3.4% | +1.0% | +2.4% | +2.0% |
| 30D | +6.6% | -0.2% | +6.9% | +7.0% |
| 3M | +24.5% | +4.5% | +19.9% | +18.2% |
| 6M | +16.5% | +14.1% | +2.4% | +0.2% |
| YTD | +52.1% | +14.8% | +37.4% | +30.5% |
| 1Y | +114.2% | +21.2% | +93.0% | +72.4% |
| 3Y | +207.4% | +76.6% | +130.9% | +57.9% |
| 5Y | +353.7% | +66.6% | +287.1% | +151.4% |
| 10Y | +1,144.5% | +222.3% | +922.2% | +218.5% |
| All | +1,144.5% | +221.4% | +923.1% | +218.5% |
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