+63.4%
VSH vs SCCO
+43.0%
+20.4%
-60.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SCCO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.1% | +1.9% | -7.0% | -6.3% |
| 7D | -13.6% | -7.9% | -5.7% | -9.0% |
| 30D | -30.4% | -13.0% | -17.4% | -23.8% |
| 3M | -33.3% | -6.9% | -26.4% | -30.6% |
| 6M | -15.1% | +11.0% | -26.0% | -18.4% |
| YTD | +80.2% | +30.3% | +49.9% | +42.0% |
| 1Y | +63.4% | +45.0% | +18.4% | +16.2% |
| All | +63.4% | +43.0% | +20.4% | +16.2% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling