+352.8%
SCD price history and return analytics
+363.9%
-11.1%
-60.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +1.7% | -1.3% | -1.1% |
| 7D | -0.3% | -0.3% | 0.0% | 0.0% |
| 30D | +3.8% | -1.4% | +5.2% | +5.0% |
| 3M | -0.9% | -1.4% | +0.4% | +0.1% |
| 6M | +4.1% | +5.5% | -1.3% | -1.0% |
| YTD | +10.4% | +12.8% | -2.5% | -1.4% |
| 1Y | +13.4% | +15.4% | -2.0% | -0.6% |
| 3Y | +61.0% | +76.9% | -15.9% | -3.2% |
| 5Y | +59.7% | +60.4% | -0.7% | +4.6% |
| 10Y | +211.2% | +232.8% | -21.6% | +13.1% |
| All | +352.8% | +363.9% | -11.1% | +23.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling