+1,103.7%
SCCO vs VT
+374.2%
+729.5%
-73.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | 0.0% | -0.4% | -0.4% |
| 7D | -5.3% | +0.4% | -5.7% | -5.9% |
| 30D | +2.7% | +1.0% | +1.7% | +1.3% |
| 3M | +4.2% | +2.4% | +1.8% | +1.9% |
| 6M | -0.6% | +12.0% | -12.6% | -13.5% |
| YTD | +45.0% | +15.3% | +29.6% | +21.5% |
| 1Y | +109.3% | +22.6% | +86.7% | +61.8% |
| 3Y | +180.8% | +74.7% | +106.1% | +33.3% |
| 5Y | +314.3% | +66.1% | +248.1% | +110.2% |
| 10Y | +1,083.3% | +225.0% | +858.3% | +124.7% |
| All | +1,103.7% | +374.2% | +729.5% | +29.0% |
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