+13.4%
SCSC vs VOO
+67.5%
-54.1%
-44.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -20.9% | -4.4% | -16.5% | -16.4% |
| 7D | -23.6% | -4.7% | -18.9% | -18.9% |
| 30D | -26.0% | -5.9% | -20.1% | -20.5% |
| 3M | -21.4% | -4.5% | -16.9% | -16.9% |
| 6M | +6.7% | +1.9% | +4.9% | +5.7% |
| YTD | +15.4% | +8.4% | +7.0% | +7.8% |
| 1Y | +7.6% | +9.5% | -1.8% | -0.4% |
| 3Y | +40.7% | +75.3% | -34.6% | -15.0% |
| 5Y | +13.4% | +67.9% | -54.5% | -24.9% |
| All | +13.4% | +67.5% | -54.1% | -24.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling