+1,063.5%
SCCO price history and return analytics
+229.8%
+833.8%
-54.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +0.9% | -1.2% | -1.5% |
| 7D | -2.7% | -1.1% | -1.5% | -1.2% |
| 30D | -0.7% | -1.0% | +0.3% | +0.7% |
| 3M | +8.1% | +3.2% | +4.9% | +4.3% |
| 6M | +4.1% | +12.5% | -8.4% | -8.8% |
| YTD | +41.1% | +14.1% | +27.1% | +22.1% |
| 1Y | +95.6% | +18.9% | +76.6% | +61.4% |
| 3Y | +179.3% | +74.1% | +105.2% | +46.1% |
| 5Y | +308.3% | +66.9% | +241.4% | +126.1% |
| All | +1,063.5% | +229.8% | +833.8% | +197.8% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling