+114.9%
SCSC vs VOO
+815.3%
-700.4%
-67.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +1.6% | -1.2% | -1.5% |
| 7D | -4.1% | -0.7% | -3.4% | -3.3% |
| 30D | -6.6% | -1.1% | -5.5% | -5.4% |
| 3M | -3.2% | -0.3% | -2.9% | -2.9% |
| 6M | +38.1% | +7.4% | +30.7% | +26.4% |
| YTD | +45.9% | +13.4% | +32.5% | +25.5% |
| 1Y | +38.7% | +14.8% | +23.9% | +17.6% |
| 3Y | +77.9% | +83.3% | -5.4% | -13.8% |
| 5Y | +48.3% | +76.1% | -27.9% | -25.7% |
| 10Y | +65.6% | +333.4% | -267.7% | -72.5% |
| All | +114.9% | +815.3% | -700.4% | -89.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling