+1,060.1%
SCI vs VOO
+798.5%
+261.6%
-34.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | +2.3% | -3.1% | -2.6% |
| 7D | -5.8% | +0.1% | -5.9% | -5.9% |
| 30D | -4.9% | -3.3% | -1.5% | -2.5% |
| 3M | -13.5% | -2.4% | -11.1% | -12.1% |
| 6M | -5.0% | +2.6% | -7.6% | -7.6% |
| YTD | -4.9% | +11.3% | -16.2% | -13.7% |
| 1Y | -7.6% | +13.4% | -21.0% | -17.6% |
| 3Y | +34.3% | +80.3% | -46.0% | -20.9% |
| 5Y | +19.9% | +72.7% | -52.8% | -27.7% |
| 10Y | +235.3% | +310.0% | -74.7% | -14.5% |
| All | +1,060.1% | +798.5% | +261.6% | +19.8% |
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