+1,238.2%
VST vs SCCO
+1,143.6%
+94.6%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SCCO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +4.9% | -3.3% | 0.0% |
| 7D | +9.9% | +3.4% | +6.4% | +8.7% |
| 30D | +7.9% | +6.6% | +1.3% | +5.3% |
| 3M | +3.4% | +24.5% | -21.1% | -4.6% |
| 6M | -4.1% | +16.5% | -20.6% | -10.5% |
| YTD | -5.7% | +52.1% | -57.8% | -20.3% |
| 1Y | -18.9% | +114.2% | -133.0% | -39.1% |
| 3Y | +359.1% | +207.4% | +151.6% | +203.9% |
| 5Y | +766.9% | +353.7% | +413.1% | +385.8% |
| All | +1,238.2% | +1,143.6% | +94.6% | +366.1% |
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