-98.9%
SCNX vs VT
+224.5%
-323.4%
-99.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | 0.0% | +0.8% | +0.8% |
| 7D | -5.3% | +0.4% | -5.8% | -5.6% |
| 30D | -4.1% | +1.0% | -5.1% | -4.8% |
| 3M | -1.8% | +2.4% | -4.2% | -3.7% |
| 6M | -6.8% | +12.0% | -18.8% | -14.7% |
| YTD | -26.9% | +15.3% | -42.2% | -34.2% |
| 1Y | -59.8% | +22.6% | -82.4% | -65.4% |
| 3Y | -94.8% | +74.7% | -169.5% | -96.3% |
| 5Y | -99.2% | +66.1% | -165.4% | -99.4% |
| All | -98.9% | +224.5% | -323.4% | -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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling