+484.0%
V vs SCCO
+682.0%
-198.0%
-36.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SCCO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | -2.5% | +3.8% | +1.8% |
| 7D | +0.9% | -1.9% | +2.8% | +1.3% |
| 30D | +9.0% | -17.4% | +26.4% | +13.3% |
| 3M | +16.7% | -11.7% | +28.4% | +19.0% |
| 6M | +33.4% | -12.1% | +45.5% | +34.5% |
| YTD | +22.4% | +20.9% | +1.5% | +11.0% |
| 1Y | +27.7% | +31.3% | -3.7% | +13.1% |
| 3Y | +78.0% | +170.3% | -92.3% | +19.5% |
| 5Y | +108.5% | +240.8% | -132.3% | +23.8% |
| All | +484.0% | +682.0% | -198.0% | +138.1% |
Cumulative growth
Daily Returns
Daily percentage return beside SCCO.
Daily Out/Under-Performance
Portfolio return minus SCCO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SCCO 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 SCCO 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