-98.6%
SCNI vs VT
+75.0%
-173.6%
-98.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.6% | 0.0% | -4.6% | -4.6% |
| 7D | -25.9% | +0.4% | -26.3% | -26.4% |
| 30D | -25.6% | +1.0% | -26.6% | -26.6% |
| 3M | -57.6% | +2.4% | -60.0% | -58.8% |
| 6M | -78.1% | +12.0% | -90.1% | -80.6% |
| YTD | -73.9% | +15.3% | -89.2% | -77.4% |
| 1Y | -88.1% | +22.6% | -110.7% | -90.2% |
| All | -98.6% | +75.0% | -173.6% | -99.3% |
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