+73.3%
VZ vs SCCO
+701.7%
-628.3%
-41.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SCCO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -2.5% | +2.4% | +0.1% |
| 7D | +0.9% | +1.7% | -0.8% | +0.8% |
| 30D | +6.9% | -18.1% | +25.0% | +8.2% |
| 3M | +0.6% | -12.8% | +13.4% | +1.2% |
| 6M | +0.3% | -8.5% | +8.8% | +0.2% |
| YTD | +21.9% | +23.9% | -2.0% | +17.2% |
| 1Y | +21.7% | +30.0% | -8.3% | +16.4% |
| 3Y | +58.5% | +175.2% | -116.7% | +36.5% |
| 5Y | +22.4% | +249.4% | -226.9% | +0.8% |
| All | +73.3% | +701.7% | -628.3% | +27.1% |
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