-99.5%
SCO vs VT
+214.8%
-314.3%
-99.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -4.1% | +4.0% | -4.8% |
| 7D | +21.8% | -4.2% | +26.0% | +15.7% |
| 30D | -1.4% | -5.8% | +4.4% | -8.4% |
| 3M | -37.9% | -5.2% | -32.7% | -42.2% |
| 6M | -24.4% | +0.1% | -24.6% | -25.9% |
| YTD | -75.5% | +8.2% | -83.8% | -74.1% |
| 1Y | -74.0% | +10.1% | -84.1% | -71.7% |
| 3Y | -73.3% | +69.7% | -143.0% | -44.3% |
| 5Y | -92.7% | +53.4% | -146.0% | -86.7% |
| All | -99.5% | +214.8% | -314.3% | -96.1% |
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