+569.2%
VZ vs SCCO
+33,989.4%
-33,420.2%
-56.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SCCO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -0.4% | -0.5% | -0.8% |
| 7D | +0.1% | -5.3% | +5.3% | +0.8% |
| 30D | +7.9% | +2.7% | +5.2% | +7.3% |
| 3M | +13.6% | +4.2% | +9.4% | +12.3% |
| 6M | +1.1% | -0.6% | +1.7% | 0.0% |
| YTD | +29.3% | +45.0% | -15.7% | +20.4% |
| 1Y | +21.2% | +109.3% | -88.1% | +6.6% |
| 3Y | +75.9% | +180.8% | -104.9% | +44.9% |
| 5Y | +24.1% | +314.3% | -290.2% | -5.5% |
| 10Y | +62.4% | +1,083.3% | -1,020.9% | +0.4% |
| All | +569.2% | +33,989.4% | -33,420.2% | +166.3% |
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 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