-94.1%
SCAG price history and return analytics
+24.3%
-118.4%
-98.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -8.4% | -0.6% | -7.8% | -4.3% |
| 7D | -23.4% | +2.9% | -26.3% | -38.8% |
| 30D | +413.8% | -2.5% | +416.3% | +462.8% |
| 3M | +153.9% | -3.3% | +157.3% | +174.0% |
| 6M | +7.7% | +1.5% | +6.2% | +16.6% |
| YTD | -56.4% | +11.4% | -67.8% | -60.8% |
| 1Y | -52.7% | +11.9% | -64.6% | -59.8% |
| All | -94.1% | +24.3% | -118.4% | -96.8% |
Cumulative growth
Daily Returns
Daily percentage return beside VT.
Daily Out/Under-Performance
Portfolio return minus VT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VT 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 VT 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