-42.4%
SCL vs VOO
+75.1%
-117.5%
-64.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +1.3% | -2.5% | -2.3% |
| 7D | -6.7% | -0.9% | -5.8% | -6.0% |
| 30D | +8.5% | -2.3% | +10.8% | +10.6% |
| 3M | +2.0% | -1.2% | +3.2% | +2.9% |
| 6M | +28.8% | +3.3% | +25.4% | +24.6% |
| YTD | +42.3% | +12.3% | +30.0% | +28.1% |
| 1Y | +52.9% | +12.5% | +40.4% | +37.2% |
| 3Y | -4.8% | +79.2% | -84.0% | -41.8% |
| 5Y | -42.4% | +75.7% | -118.1% | -64.9% |
| All | -42.4% | +75.1% | -117.5% | -64.9% |
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 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