+573.1%
VRT vs SCCO
+199.6%
+373.4%
-61.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SCCO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.6% | +0.3% | -9.9% | -9.8% |
| 7D | +2.4% | +2.4% | 0.0% | +0.9% |
| 30D | -2.7% | +6.4% | -9.1% | -6.8% |
| 3M | -9.2% | +21.6% | -30.7% | -19.7% |
| 6M | -0.5% | +13.4% | -13.9% | -9.6% |
| YTD | +62.3% | +52.6% | +9.7% | +22.6% |
| 1Y | +109.6% | +122.4% | -12.8% | +28.0% |
| All | +573.1% | +199.6% | +373.4% | +267.9% |
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