+19.5%
SCIO vs VOO
+56.4%
-37.0%
-1.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -0.4% | +0.5% | +0.1% |
| 7D | -0.1% | +0.1% | -0.3% | -0.1% |
| 30D | 0.0% | +0.1% | 0.0% | 0.0% |
| 3M | +0.7% | +2.0% | -1.3% | +0.7% |
| 6M | +0.9% | +13.0% | -12.1% | +0.8% |
| YTD | +2.2% | +13.6% | -11.4% | +2.0% |
| 1Y | +4.0% | +20.1% | -16.1% | +3.8% |
| All | +19.5% | +56.4% | -37.0% | +18.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling