+225.9%
VIK vs SCCO
+103.3%
+122.7%
-35.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SCCO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.4% | +0.3% | -3.8% | -3.5% |
| 7D | -0.8% | +2.4% | -3.3% | -1.6% |
| 30D | -18.0% | +6.4% | -24.5% | -19.9% |
| 3M | -5.8% | +21.6% | -27.4% | -12.5% |
| 6M | +17.2% | +13.4% | +3.8% | +10.1% |
| YTD | +19.1% | +52.6% | -33.5% | -0.2% |
| 1Y | +33.6% | +122.4% | -88.7% | -3.3% |
| All | +225.9% | +103.3% | +122.7% | +121.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling