+379.7%
VRT vs SCCO
+169.0%
+210.7%
-61.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SCCO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.6% | -2.5% | -1.2% | -2.2% |
| 7D | +10.5% | -1.9% | +12.4% | +11.9% |
| 30D | -9.3% | -17.4% | +8.1% | +1.3% |
| 3M | -29.6% | -11.7% | -17.9% | -24.9% |
| 6M | -45.4% | -12.1% | -33.2% | -42.1% |
| YTD | +24.8% | +20.9% | +3.9% | +8.2% |
| 1Y | +23.6% | +31.3% | -7.7% | +2.3% |
| 3Y | +379.7% | +170.3% | +209.4% | +200.7% |
| All | +379.7% | +169.0% | +210.7% | +200.7% |
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