+7.5%
SCDV price history and return analytics
+31.5%
-24.0%
-22.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.2% | +2.6% | +0.6% | +0.8% |
| 7D | +0.7% | +0.4% | +0.4% | +0.4% |
| 30D | +1.9% | -2.6% | +4.5% | +4.4% |
| 3M | -6.5% | -3.2% | -3.2% | -3.6% |
| 6M | -0.8% | +0.9% | -1.7% | -1.9% |
| YTD | +11.4% | +11.3% | +0.1% | +0.1% |
| 1Y | +11.5% | +14.0% | -2.5% | -2.1% |
| All | +7.5% | +31.5% | -24.0% | -17.4% |
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