+923.1%
SCCO vs VT
+346.0%
+577.1%
-73.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | +0.2% | +0.9% | +0.8% |
| 7D | -4.8% | -2.3% | -2.5% | -1.4% |
| 30D | -15.8% | -5.0% | -10.8% | -8.9% |
| 3M | -10.9% | -4.9% | -6.1% | -3.6% |
| 6M | -5.1% | -1.5% | -3.6% | -1.0% |
| YTD | +23.2% | +8.5% | +14.7% | +13.5% |
| 1Y | +30.7% | +11.4% | +19.3% | +16.3% |
| 3Y | +164.1% | +70.1% | +94.0% | +31.1% |
| 5Y | +271.3% | +53.7% | +217.6% | +111.8% |
| 10Y | +860.5% | +220.0% | +640.6% | +86.9% |
| All | +923.1% | +346.0% | +577.1% | +20.5% |
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 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