+116.8%
SCJ vs VOO
+314.0%
-197.2%
-37.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -0.6% | -0.2% | -0.4% |
| 7D | +1.0% | +0.5% | +0.5% | +0.7% |
| 30D | +0.4% | -0.9% | +1.4% | +1.0% |
| 3M | +6.9% | +3.9% | +3.0% | +4.5% |
| 6M | +12.4% | +14.5% | -2.2% | +3.6% |
| YTD | +20.9% | +13.0% | +7.9% | +12.3% |
| 1Y | +21.4% | +19.4% | +2.0% | +9.1% |
| 3Y | +68.9% | +78.9% | -10.0% | +18.2% |
| 5Y | +44.0% | +82.3% | -38.3% | -1.3% |
| 10Y | +116.8% | +314.2% | -197.4% | -11.0% |
| All | +116.8% | +314.0% | -197.2% | -11.0% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling