+61.8%
VNQ vs SCCO
+1,104.1%
-1,042.3%
-42.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SCCO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -0.3% | +1.1% | +0.8% |
| 7D | -1.3% | -2.7% | +1.4% | -0.8% |
| 30D | -2.6% | -0.7% | -1.9% | -2.7% |
| 3M | -2.0% | +8.1% | -10.1% | -4.3% |
| 6M | +4.3% | +4.1% | +0.2% | +1.7% |
| YTD | +9.2% | +41.1% | -31.9% | -1.7% |
| 1Y | +5.6% | +95.6% | -89.9% | -12.5% |
| 3Y | +30.8% | +179.3% | -148.4% | -4.2% |
| 5Y | +8.0% | +308.3% | -300.3% | -30.5% |
| All | +61.8% | +1,104.1% | -1,042.3% | -25.4% |
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