+70.6%
VZ vs SCCO
+783.1%
-712.5%
-41.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SCCO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -3.2% | +3.8% | +0.8% |
| 7D | +2.4% | -1.8% | +4.2% | +2.5% |
| 30D | +11.2% | -17.8% | +28.9% | +12.5% |
| 3M | 0.0% | -12.5% | +12.5% | +0.5% |
| 6M | +1.3% | -4.1% | +5.4% | +0.8% |
| YTD | +21.3% | +25.5% | -4.2% | +16.5% |
| 1Y | +23.9% | +31.0% | -7.0% | +18.5% |
| 3Y | +57.7% | +178.7% | -121.0% | +35.7% |
| 5Y | +21.2% | +279.7% | -258.5% | -1.2% |
| 10Y | +70.6% | +691.4% | -620.9% | +24.7% |
| All | +70.6% | +783.1% | -712.5% | +24.7% |
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