+33.4%
SCSC vs VOO
+75.5%
-42.1%
-44.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.1% | +0.3% | -5.4% | -5.5% |
| 7D | -25.9% | -2.7% | -23.2% | -22.4% |
| 30D | -28.3% | -5.4% | -22.9% | -22.5% |
| 3M | -24.9% | -4.1% | -20.8% | -20.1% |
| 6M | +4.5% | +0.7% | +3.8% | +4.8% |
| YTD | +9.5% | +8.7% | +0.8% | +0.7% |
| 1Y | +3.9% | +11.0% | -7.1% | -6.7% |
| 3Y | +33.4% | +75.5% | -42.1% | -42.0% |
| All | +33.4% | +75.5% | -42.1% | -42.0% |
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