+18.0%
SCIO vs VOO
+53.6%
-35.6%
-2.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -0.4% | +0.2% | -0.2% |
| 7D | -1.1% | +2.6% | -3.7% | -1.1% |
| 30D | +0.6% | -2.0% | +2.6% | +0.7% |
| 3M | -1.5% | -2.8% | +1.3% | -1.4% |
| 6M | -0.4% | +2.2% | -2.5% | -0.4% |
| YTD | +0.9% | +11.5% | -10.6% | +0.7% |
| 1Y | +1.8% | +13.5% | -11.7% | +1.6% |
| All | +18.0% | +53.6% | -35.6% | +16.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling