+62.7%
SCWO vs VT
+215.5%
-152.9%
-96.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +0.2% | +0.2% | +0.4% |
| 7D | -0.8% | -2.3% | +1.5% | -0.3% |
| 30D | -8.3% | -5.0% | -3.3% | -7.3% |
| 3M | +9.4% | -4.9% | +14.3% | +10.6% |
| 6M | +3.4% | -1.5% | +4.9% | +3.9% |
| YTD | +19.6% | +8.5% | +11.1% | +18.5% |
| 1Y | -37.4% | +11.4% | -48.8% | -38.1% |
| 3Y | -82.8% | +70.1% | -152.9% | -82.3% |
| 5Y | -89.2% | +53.7% | -142.9% | -89.9% |
| All | +62.7% | +215.5% | -152.9% | +178.0% |
Cumulative growth
Daily Returns
Daily percentage return beside VT.
Daily Out/Under-Performance
Portfolio return minus VT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VT 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 VT 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