+182.7%
SCD vs VOO
+315.9%
-133.2%
-60.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -0.4% | +0.3% | +0.2% |
| 7D | -0.4% | +0.1% | -0.6% | -0.6% |
| 30D | +0.5% | +0.1% | +0.4% | +0.4% |
| 3M | +2.4% | +2.0% | +0.4% | +0.3% |
| 6M | +2.7% | +13.0% | -10.4% | -8.6% |
| YTD | +12.2% | +13.6% | -1.4% | -0.7% |
| 1Y | +11.1% | +20.1% | -9.0% | -6.7% |
| 3Y | +57.3% | +77.6% | -20.3% | -9.6% |
| 5Y | +66.0% | +82.4% | -16.5% | -7.5% |
| All | +182.7% | +315.9% | -133.2% | -27.9% |
Cumulative growth
Daily Returns
Daily percentage return beside VOO.
Daily Out/Under-Performance
Portfolio return minus VOO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VOO 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 VOO 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