+161.1%
VEA vs SCCO
+1,104.1%
-943.0%
-35.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SCCO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -0.3% | +1.4% | +1.2% |
| 7D | -1.5% | -2.7% | +1.2% | -0.8% |
| 30D | -0.8% | -0.7% | -0.1% | -1.0% |
| 3M | +2.5% | +8.1% | -5.6% | -0.6% |
| 6M | +11.1% | +4.1% | +7.0% | +8.1% |
| YTD | +17.2% | +41.1% | -24.0% | +2.9% |
| 1Y | +24.5% | +95.6% | -71.0% | -1.6% |
| 3Y | +75.4% | +179.3% | -103.8% | +19.6% |
| 5Y | +61.1% | +308.3% | -247.2% | -6.1% |
| All | +161.1% | +1,104.1% | -943.0% | +7.3% |
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