+944.2%
SCI vs VT
+345.0%
+599.2%
-73.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -4.1% | +1.8% | +1.1% |
| 7D | +0.4% | -4.2% | +4.5% | +3.8% |
| 30D | -2.4% | -5.8% | +3.4% | +2.3% |
| 3M | -11.2% | -5.2% | -6.0% | -7.4% |
| 6M | -4.2% | +0.1% | -4.3% | -5.2% |
| YTD | -1.9% | +8.2% | -10.2% | -9.6% |
| 1Y | -5.8% | +10.1% | -16.0% | -14.6% |
| 3Y | +34.2% | +69.7% | -35.5% | -17.3% |
| 5Y | +22.9% | +53.4% | -30.5% | -18.3% |
| 10Y | +258.1% | +219.2% | +38.9% | +22.5% |
| All | +944.2% | +345.0% | +599.2% | +123.7% |
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