+450.2%
SCD vs VOO
+795.4%
-345.2%
-60.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -0.3% | +0.7% | +0.6% |
| 7D | -0.3% | -0.6% | +0.3% | +0.1% |
| 30D | +1.6% | -3.6% | +5.3% | +4.7% |
| 3M | -1.8% | -2.7% | +0.9% | +0.4% |
| 6M | +3.3% | +2.2% | +1.1% | +0.9% |
| YTD | +9.6% | +10.9% | -1.3% | -0.5% |
| 1Y | +11.8% | +11.3% | +0.4% | +1.1% |
| 3Y | +60.8% | +76.9% | -16.1% | -4.1% |
| 5Y | +57.3% | +73.5% | -16.2% | -4.9% |
| 10Y | +198.4% | +307.7% | -109.3% | -10.7% |
| All | +450.2% | +795.4% | -345.2% | -10.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling