+976.6%
SCCO vs VT
+357.6%
+619.0%
-73.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.2% | +2.6% | +2.6% | +1.4% |
| 7D | -0.9% | +0.4% | -1.2% | -1.2% |
| 30D | -15.0% | -2.6% | -12.4% | -11.3% |
| 3M | -9.1% | -3.2% | -5.9% | -4.1% |
| 6M | -0.9% | +0.9% | -1.8% | -0.2% |
| YTD | +29.7% | +11.3% | +18.4% | +15.1% |
| 1Y | +38.2% | +14.0% | +24.2% | +18.9% |
| 3Y | +191.5% | +75.8% | +115.6% | +37.9% |
| 5Y | +281.7% | +57.8% | +223.9% | +109.6% |
| 10Y | +830.3% | +219.8% | +610.5% | +81.6% |
| All | +976.6% | +357.6% | +619.0% | +22.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling