-78.6%
SCKT vs VT
+224.5%
-303.1%
-98.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | 0.0% | -3.2% | -3.2% |
| 7D | -7.6% | +0.4% | -8.0% | -7.8% |
| 30D | +52.5% | +1.0% | +51.5% | +51.8% |
| 3M | -32.2% | +2.4% | -34.6% | -33.7% |
| 6M | -33.0% | +12.0% | -45.0% | -39.0% |
| YTD | -40.2% | +15.3% | -55.5% | -46.9% |
| 1Y | -41.3% | +22.6% | -63.9% | -50.4% |
| 3Y | -51.6% | +74.7% | -126.3% | -69.5% |
| 5Y | -91.3% | +66.1% | -157.5% | -94.3% |
| All | -78.6% | +224.5% | -303.1% | -91.4% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling