-73.6%
SCO vs VOO
+75.5%
-149.1%
-83.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | +0.3% | -2.5% | -2.2% |
| 7D | +19.9% | -2.7% | +22.6% | +19.7% |
| 30D | -3.1% | -5.4% | +2.2% | -3.6% |
| 3M | -36.0% | -4.1% | -31.9% | -36.2% |
| 6M | -33.9% | +0.7% | -34.7% | -33.5% |
| YTD | -76.1% | +8.7% | -84.8% | -75.5% |
| 1Y | -74.6% | +11.0% | -85.6% | -73.7% |
| 3Y | -73.6% | +75.5% | -149.0% | -62.5% |
| All | -73.6% | +75.5% | -149.1% | -62.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling