+65.6%
VSH vs SCCO
+313.8%
-248.2%
-63.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SCCO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -7.2% | +6.3% | +2.5% |
| 7D | +3.1% | -2.7% | +5.8% | +4.1% |
| 30D | -5.7% | -0.2% | -5.5% | -6.3% |
| 3M | -42.5% | +17.8% | -60.2% | -46.9% |
| 6M | +82.7% | +2.3% | +80.4% | +79.3% |
| YTD | +118.2% | +41.6% | +76.6% | +83.6% |
| 1Y | +109.7% | +101.9% | +7.8% | +52.1% |
| 3Y | +35.3% | +186.2% | -150.9% | -14.8% |
| 5Y | +65.6% | +309.7% | -244.1% | -11.5% |
| All | +65.6% | +313.8% | -248.2% | -11.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling