+14.5%
SCMB vs VOO
+122.0%
-107.5%
-6.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +2.3% | -2.3% | -0.1% |
| 7D | +1.3% | +0.1% | +1.2% | +1.3% |
| 30D | +4.3% | -3.3% | +7.6% | +4.5% |
| 3M | -0.5% | -2.4% | +1.9% | -0.4% |
| 6M | -0.6% | +2.6% | -3.2% | -0.7% |
| YTD | +0.2% | +11.3% | -11.1% | -0.3% |
| 1Y | +0.6% | +13.4% | -12.8% | 0.0% |
| 3Y | +11.4% | +80.3% | -68.9% | +8.0% |
| All | +14.5% | +122.0% | -107.5% | +10.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling