+19.3%
SCIO price history and return analytics
+48.0%
-28.7%
-2.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +0.2% | -0.1% | +0.1% |
| 7D | +0.5% | -2.3% | +2.8% | +0.5% |
| 30D | +1.9% | -5.0% | +6.9% | +2.1% |
| 3M | -0.1% | -4.9% | +4.8% | 0.0% |
| 6M | +0.6% | -1.5% | +2.2% | +0.7% |
| YTD | +2.0% | +8.5% | -6.5% | +1.9% |
| 1Y | +3.0% | +11.4% | -8.4% | +2.8% |
| All | +19.3% | +48.0% | -28.7% | +18.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling