+253.8%
SCJ vs VOO
+798.5%
-544.7%
-37.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.4% | +2.3% | +1.1% | +1.9% |
| 7D | -1.5% | +0.1% | -1.5% | -1.5% |
| 30D | -5.1% | -3.3% | -1.8% | -2.9% |
| 3M | -4.6% | -2.4% | -2.2% | -3.0% |
| 6M | +0.6% | +2.6% | -2.0% | -1.0% |
| YTD | +14.8% | +11.3% | +3.5% | +7.1% |
| 1Y | +18.0% | +13.4% | +4.5% | +8.6% |
| 3Y | +68.9% | +80.3% | -11.3% | +13.5% |
| 5Y | +43.7% | +72.7% | -29.0% | -1.8% |
| 10Y | +102.0% | +310.0% | -208.1% | -28.4% |
| All | +253.8% | +798.5% | -544.7% | -31.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling