-99.5%
SCO vs VT
+215.5%
-315.0%
-99.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | +0.2% | -2.4% | -1.9% |
| 7D | +19.9% | -2.3% | +22.3% | +16.5% |
| 30D | -3.1% | -5.0% | +1.8% | -9.0% |
| 3M | -36.0% | -4.9% | -31.1% | -40.1% |
| 6M | -33.9% | -1.5% | -32.4% | -36.4% |
| YTD | -76.1% | +8.5% | -84.6% | -74.6% |
| 1Y | -74.6% | +11.4% | -86.0% | -72.0% |
| 3Y | -73.6% | +70.1% | -143.7% | -44.7% |
| 5Y | -92.8% | +53.7% | -146.5% | -87.0% |
| All | -99.5% | +215.5% | -315.0% | -96.2% |
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