+40.5%
SCSC vs VOO
+75.0%
-34.4%
-44.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -20.9% | -4.4% | -16.5% | -15.5% |
| 7D | -23.6% | -4.7% | -18.9% | -18.0% |
| 30D | -26.0% | -5.9% | -20.1% | -19.5% |
| 3M | -21.4% | -4.5% | -16.9% | -16.0% |
| 6M | +6.7% | +1.9% | +4.9% | +5.6% |
| YTD | +15.4% | +8.4% | +7.0% | +6.5% |
| 1Y | +7.6% | +9.5% | -1.8% | -1.8% |
| All | +40.5% | +75.0% | -34.4% | -38.7% |
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