+261.2%
SCI vs VOO
+314.0%
-52.8%
-34.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -0.6% | -0.9% | -1.1% |
| 7D | -0.5% | +0.5% | -1.1% | -0.9% |
| 30D | -4.7% | -0.9% | -3.8% | -4.1% |
| 3M | +14.1% | +3.9% | +10.3% | +10.9% |
| 6M | +0.2% | +14.5% | -14.3% | -9.3% |
| YTD | +4.8% | +13.0% | -8.1% | -4.3% |
| 1Y | +4.4% | +19.4% | -15.1% | -8.6% |
| 3Y | +39.3% | +78.9% | -39.6% | -11.3% |
| 5Y | +38.4% | +82.3% | -43.9% | -14.2% |
| 10Y | +261.2% | +314.2% | -53.0% | +13.2% |
| All | +261.2% | +314.0% | -52.8% | +13.2% |
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