+32.8%
VSH vs SCCO
+178.0%
-145.2%
-56.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SCCO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -7.2% | +6.3% | +3.1% |
| 7D | +3.1% | -2.7% | +5.8% | +4.3% |
| 30D | -5.7% | -0.2% | -5.5% | -6.5% |
| 3M | -42.5% | +17.8% | -60.2% | -47.9% |
| 6M | +82.7% | +2.3% | +80.4% | +77.9% |
| YTD | +118.2% | +41.6% | +76.6% | +74.6% |
| 1Y | +109.7% | +101.9% | +7.8% | +38.7% |
| All | +32.8% | +178.0% | -145.2% | -27.5% |
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 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