-3.0%
SCL vs VT
+76.6%
-79.6%
-54.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.9% | +1.7% | +1.2% | +1.1% |
| 7D | +3.3% | -0.3% | +3.6% | +3.6% |
| 30D | +12.6% | -1.4% | +14.0% | +14.3% |
| 3M | +11.0% | -1.4% | +12.4% | +12.6% |
| 6M | +41.0% | +5.5% | +35.6% | +31.9% |
| YTD | +52.4% | +12.8% | +39.6% | +31.8% |
| 1Y | +72.1% | +15.4% | +56.7% | +44.6% |
| All | -3.0% | +76.6% | -79.6% | -56.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling