-8.1%
SCL vs VT
+69.7%
-77.9%
-54.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | +0.2% | -1.6% | -1.6% |
| 7D | -3.8% | -2.3% | -1.5% | -1.4% |
| 30D | +9.2% | -5.0% | +14.1% | +15.1% |
| 3M | +5.3% | -4.9% | +10.2% | +11.0% |
| 6M | +28.3% | -1.5% | +29.9% | +29.5% |
| YTD | +44.4% | +8.5% | +35.9% | +30.2% |
| 1Y | +61.3% | +11.4% | +50.0% | +40.6% |
| 3Y | -8.1% | +70.1% | -78.2% | -57.2% |
| All | -8.1% | +69.7% | -77.9% | -57.2% |
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