+225.7%
VIK vs SCCO
+88.0%
+137.8%
-35.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SCCO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | -0.3% | +1.5% | +1.3% |
| 7D | -0.9% | -2.7% | +1.7% | -0.2% |
| 30D | -18.4% | -0.7% | -17.7% | -18.5% |
| 3M | -8.8% | +8.1% | -16.9% | -12.0% |
| 6M | +17.1% | +4.1% | +13.0% | +13.0% |
| YTD | +19.0% | +41.1% | -22.1% | +2.2% |
| 1Y | +30.1% | +95.6% | -65.4% | -1.5% |
| All | +225.7% | +88.0% | +137.8% | +126.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling