+192.7%
VSH vs SCCO
+1,104.1%
-911.3%
-63.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SCCO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.1% | -0.3% | +6.5% | +6.3% |
| 7D | +4.8% | -2.7% | +7.4% | +5.9% |
| 30D | -0.7% | -0.7% | 0.0% | -1.1% |
| 3M | -43.1% | +8.1% | -51.1% | -45.5% |
| 6M | +91.8% | +4.1% | +87.7% | +86.7% |
| YTD | +131.6% | +41.1% | +90.5% | +91.1% |
| 1Y | +118.1% | +95.6% | +22.5% | +53.3% |
| 3Y | +40.9% | +179.3% | -138.4% | -18.9% |
| 5Y | +75.8% | +308.3% | -232.5% | -21.4% |
| All | +192.7% | +1,104.1% | -911.3% | -22.5% |
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 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