+715.9%
VTV vs SCCO
+8,831.9%
-8,116.0%
-59.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SCCO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -0.3% | +1.1% | +0.8% |
| 7D | -1.1% | -2.7% | +1.6% | -0.5% |
| 30D | -1.0% | -0.7% | -0.3% | -1.3% |
| 3M | +4.6% | +8.1% | -3.4% | +1.5% |
| 6M | +13.5% | +4.1% | +9.4% | +9.9% |
| YTD | +18.5% | +41.1% | -22.6% | +4.2% |
| 1Y | +22.9% | +95.6% | -72.7% | -2.1% |
| 3Y | +67.8% | +179.3% | -111.4% | +16.4% |
| 5Y | +81.8% | +308.3% | -226.5% | +9.1% |
| 10Y | +233.0% | +1,090.2% | -857.2% | +37.7% |
| All | +715.9% | +8,831.9% | -8,116.0% | +103.5% |
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 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