+54.3%
VXUS vs SCCO
+355.0%
-300.6%
-29.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SCCO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | +0.3% | -1.1% | -0.8% |
| 7D | +0.3% | +2.4% | -2.2% | -0.4% |
| 30D | +0.7% | +6.4% | -5.7% | -1.3% |
| 3M | +4.8% | +21.6% | -16.8% | -1.3% |
| 6M | +11.3% | +13.4% | -2.1% | +6.1% |
| YTD | +16.5% | +52.6% | -36.1% | +1.4% |
| 1Y | +24.3% | +122.4% | -98.1% | -3.2% |
| 3Y | +74.5% | +208.5% | -134.0% | +19.3% |
| 5Y | +54.3% | +353.9% | -299.6% | -9.3% |
| All | +54.3% | +355.0% | -300.6% | -9.3% |
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