+64.8%
SCSC vs VOO
+316.2%
-251.4%
-67.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -0.4% | +1.5% | +1.5% |
| 7D | +3.4% | +0.1% | +3.3% | +3.3% |
| 30D | +1.9% | +0.1% | +1.9% | +1.8% |
| 3M | +23.3% | +2.0% | +21.3% | +20.0% |
| 6M | +53.5% | +13.0% | +40.5% | +32.6% |
| YTD | +49.7% | +13.6% | +36.1% | +29.1% |
| 1Y | +30.8% | +20.1% | +10.7% | +5.8% |
| 3Y | +76.1% | +77.6% | -1.4% | -9.1% |
| 5Y | +55.7% | +82.4% | -26.7% | -22.8% |
| All | +64.8% | +316.2% | -251.4% | -69.3% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling