+1,032.7%
SCI vs VT
+374.2%
+658.5%
-73.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | 0.0% | -0.7% | -0.7% |
| 7D | -1.4% | +0.4% | -1.8% | -1.7% |
| 30D | -3.7% | +1.0% | -4.6% | -4.5% |
| 3M | +18.3% | +2.4% | +15.9% | +15.4% |
| 6M | +1.2% | +12.0% | -10.9% | -8.9% |
| YTD | +6.4% | +15.3% | -8.9% | -6.7% |
| 1Y | +6.4% | +22.6% | -16.2% | -11.6% |
| 3Y | +35.4% | +74.7% | -39.2% | -18.1% |
| 5Y | +40.2% | +66.1% | -26.0% | -12.6% |
| 10Y | +261.1% | +225.0% | +36.1% | +22.3% |
| All | +1,032.7% | +374.2% | +658.5% | +130.9% |
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