+105.0%
SCWO vs VOO
+309.6%
-204.6%
-96.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.2% | -0.4% | -6.9% | -7.2% |
| 7D | -16.0% | +2.6% | -18.6% | -16.4% |
| 30D | -17.0% | -2.0% | -15.0% | -16.7% |
| 3M | -18.7% | -2.8% | -15.9% | -18.3% |
| 6M | -7.7% | +2.2% | -9.8% | -7.9% |
| YTD | +0.5% | +11.5% | -11.0% | -1.0% |
| 1Y | -26.8% | +13.5% | -40.3% | -27.9% |
| 3Y | -84.9% | +78.1% | -163.0% | -84.5% |
| 5Y | -92.0% | +73.1% | -165.1% | -92.2% |
| All | +105.0% | +309.6% | -204.6% | +430.1% |
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