-73.5%
SCOR vs VT
+69.4%
-142.9%
-84.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -4.1% | +3.5% | +2.8% |
| 7D | -2.7% | -4.2% | +1.5% | +0.7% |
| 30D | -22.5% | -5.8% | -16.7% | -18.5% |
| 3M | -56.7% | -5.2% | -51.5% | -54.8% |
| 6M | -55.3% | +0.1% | -55.4% | -55.6% |
| YTD | -49.5% | +8.2% | -57.8% | -53.2% |
| 1Y | -51.4% | +10.1% | -61.5% | -55.8% |
| All | -73.5% | +69.4% | -142.9% | -80.7% |
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