+13.6%
SCMB vs VOO
+123.3%
-109.7%
-6.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -0.3% | -0.6% | -0.9% |
| 7D | -0.6% | +3.3% | -3.8% | -0.7% |
| 30D | +2.5% | -2.7% | +5.1% | +2.6% |
| 3M | -1.3% | -1.7% | +0.5% | -1.2% |
| 6M | -1.2% | +3.1% | -4.3% | -1.4% |
| YTD | -0.6% | +11.9% | -12.5% | -1.1% |
| 1Y | -0.3% | +12.1% | -12.3% | -0.8% |
| 3Y | +9.9% | +78.6% | -68.6% | +6.7% |
| All | +13.6% | +123.3% | -109.7% | +9.6% |
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