+46.1%
VXUS vs SCCO
+243.3%
-197.1%
-28.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SCCO | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -2.5% | +2.4% | +0.6% |
| 7D | +2.1% | -1.9% | +4.0% | +2.6% |
| 30D | -1.1% | -17.4% | +16.3% | +3.8% |
| 3M | -5.6% | -11.7% | +6.0% | -3.1% |
| 6M | -2.3% | -12.1% | +9.9% | -0.2% |
| YTD | +10.4% | +20.9% | -10.5% | +1.6% |
| 1Y | +13.1% | +31.3% | -18.3% | +1.6% |
| 3Y | +68.0% | +170.3% | -102.3% | +17.0% |
| All | +46.1% | +243.3% | -197.1% | -10.4% |
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