+96.3%
VTR vs SCCO
+1,104.1%
-1,007.7%
-76.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SCCO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -0.3% | -0.2% | -0.4% |
| 7D | -0.3% | -2.7% | +2.3% | +0.1% |
| 30D | +1.1% | -0.7% | +1.8% | +0.9% |
| 3M | +7.9% | +8.1% | -0.2% | +5.0% |
| 6M | +6.2% | +4.1% | +2.1% | +2.9% |
| YTD | +17.7% | +41.1% | -23.4% | +4.4% |
| 1Y | +32.9% | +95.6% | -62.7% | +7.1% |
| 3Y | +129.7% | +179.3% | -49.6% | +58.4% |
| 5Y | +89.3% | +308.3% | -219.0% | +10.7% |
| All | +96.3% | +1,104.1% | -1,007.7% | -20.8% |
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