+160.9%
SCM vs VOO
+602.2%
-441.2%
-66.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -0.4% | +1.3% | +1.2% |
| 7D | +1.5% | +0.1% | +1.4% | +1.4% |
| 30D | +9.7% | +0.1% | +9.6% | +9.6% |
| 3M | +1.5% | +2.0% | -0.5% | -0.1% |
| 6M | -6.2% | +13.0% | -19.3% | -15.3% |
| YTD | -24.2% | +13.6% | -37.8% | -31.8% |
| 1Y | -31.9% | +20.1% | -52.0% | -41.7% |
| 3Y | -9.4% | +77.6% | -86.9% | -45.9% |
| 5Y | +20.5% | +82.4% | -61.9% | -31.7% |
| 10Y | +129.5% | +316.8% | -187.3% | -32.3% |
| All | +160.9% | +602.2% | -441.2% | -44.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling