+274.7%
VSH vs SCCO
+35,790.2%
-35,515.5%
-96.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SCCO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +0.3% | +0.4% | +0.6% |
| 7D | +3.5% | +2.4% | +1.1% | +2.4% |
| 30D | -4.4% | +6.4% | -10.8% | -7.2% |
| 3M | -45.8% | +21.6% | -67.4% | -50.0% |
| 6M | +90.1% | +13.4% | +76.7% | +80.6% |
| YTD | +120.3% | +52.6% | +67.7% | +83.6% |
| 1Y | +112.2% | +122.4% | -10.1% | +52.0% |
| 3Y | +36.6% | +208.5% | -171.9% | -15.6% |
| 5Y | +67.0% | +353.9% | -286.9% | -15.2% |
| 10Y | +179.5% | +1,187.3% | -1,007.8% | -8.3% |
| All | +274.7% | +35,790.2% | -35,515.5% | -58.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling