+250.2%
SCCO vs VT
+57.0%
+193.1%
-43.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | -0.3% | -2.2% | -2.0% |
| 7D | -1.9% | +2.4% | -4.3% | -5.1% |
| 30D | -17.4% | -1.5% | -15.9% | -15.2% |
| 3M | -11.7% | -4.1% | -7.5% | -5.4% |
| 6M | -12.1% | +0.6% | -12.7% | -11.0% |
| YTD | +20.9% | +11.0% | +9.8% | +8.6% |
| 1Y | +31.3% | +13.3% | +18.0% | +15.1% |
| 3Y | +170.3% | +73.4% | +96.9% | +45.5% |
| All | +250.2% | +57.0% | +193.1% | +105.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling