+309.7%
SCCO price history and return analytics
+63.7%
+246.0%
-43.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.2% | -0.9% | -6.4% | -6.0% |
| 7D | -2.7% | -2.0% | -0.7% | +0.2% |
| 30D | -0.2% | -1.4% | +1.2% | +2.0% |
| 3M | +17.8% | +4.7% | +13.0% | +11.1% |
| 6M | +2.3% | +11.4% | -9.1% | -9.9% |
| YTD | +41.6% | +13.1% | +28.5% | +23.0% |
| 1Y | +101.9% | +19.0% | +82.9% | +65.1% |
| 3Y | +186.2% | +73.9% | +112.2% | +50.5% |
| 5Y | +309.7% | +65.4% | +244.3% | +125.8% |
| All | +309.7% | +63.7% | +246.0% | +125.8% |
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