+29.3%
VCIT vs SCCO
+1,146.4%
-1,117.2%
-20.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SCCO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +4.9% | -5.0% | -0.2% |
| 7D | +0.1% | +3.4% | -3.4% | 0.0% |
| 30D | -0.8% | +6.6% | -7.4% | -1.0% |
| 3M | -0.5% | +24.5% | -25.0% | -1.2% |
| 6M | -1.4% | +16.5% | -17.9% | -2.0% |
| YTD | -0.8% | +52.1% | -52.9% | -2.2% |
| 1Y | +0.3% | +114.2% | -113.9% | -2.1% |
| 3Y | +19.2% | +207.4% | -188.2% | +14.8% |
| 5Y | +3.6% | +353.7% | -350.2% | -1.5% |
| 10Y | +29.3% | +1,144.5% | -1,115.2% | +20.5% |
| All | +29.3% | +1,146.4% | -1,117.2% | +20.5% |
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