+102.0%
SCJ price history and return analytics
+223.7%
-121.7%
-37.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.4% | +2.6% | +0.8% | +1.6% |
| 7D | -1.5% | +0.4% | -1.8% | -1.7% |
| 30D | -5.1% | -2.6% | -2.5% | -3.3% |
| 3M | -4.6% | -3.2% | -1.4% | -2.3% |
| 6M | +0.6% | +0.9% | -0.4% | 0.0% |
| YTD | +14.8% | +11.3% | +3.4% | +6.6% |
| 1Y | +18.0% | +14.0% | +4.0% | +7.8% |
| 3Y | +68.9% | +75.8% | -6.9% | +13.9% |
| 5Y | +43.7% | +57.8% | -14.1% | +3.8% |
| 10Y | +102.0% | +219.8% | -117.8% | -11.7% |
| All | +102.0% | +223.7% | -121.7% | -11.7% |
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