+254.9%
SCJ price history and return analytics
+374.2%
-119.2%
-38.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | 0.0% | 0.0% | 0.0% |
| 7D | +1.6% | +0.4% | +1.1% | +1.3% |
| 30D | +2.1% | +1.0% | +1.1% | +1.4% |
| 3M | +6.0% | +2.4% | +3.7% | +4.3% |
| 6M | +10.3% | +12.0% | -1.7% | +2.0% |
| YTD | +21.8% | +15.3% | +6.5% | +10.4% |
| 1Y | +25.5% | +22.6% | +2.9% | +9.0% |
| 3Y | +68.4% | +74.7% | -6.3% | +14.1% |
| 5Y | +45.5% | +66.1% | -20.7% | +1.0% |
| 10Y | +123.6% | +225.0% | -101.4% | -3.7% |
| All | +254.9% | +374.2% | -119.2% | +11.8% |
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 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