-97.7%
SCLX vs VOO
+117.1%
-214.8%
-99.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | +0.8% | -1.6% | -1.2% |
| 7D | -7.5% | -0.8% | -6.7% | -7.1% |
| 30D | -27.4% | -1.1% | -26.3% | -27.0% |
| 3M | -7.5% | +3.9% | -11.4% | -9.5% |
| 6M | -12.8% | +13.6% | -26.5% | -18.6% |
| YTD | -34.0% | +12.7% | -46.8% | -38.1% |
| 1Y | -68.3% | +17.6% | -85.9% | -70.7% |
| 3Y | -90.5% | +77.3% | -167.8% | -91.8% |
| 5Y | -97.7% | +84.1% | -181.8% | -98.0% |
| All | -97.7% | +117.1% | -214.8% | -98.0% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling