-0.8%
SCL price history and return analytics
+222.7%
-223.5%
-66.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -0.6% | +1.2% | +1.1% |
| 7D | -2.3% | +2.9% | -5.2% | -4.9% |
| 30D | +6.9% | -2.5% | +9.4% | +9.5% |
| 3M | +2.8% | -3.3% | +6.1% | +6.1% |
| 6M | +31.6% | +1.5% | +30.0% | +29.0% |
| YTD | +43.1% | +11.4% | +31.7% | +28.3% |
| 1Y | +56.3% | +11.9% | +44.4% | +39.4% |
| 3Y | -4.2% | +73.9% | -78.1% | -43.5% |
| 5Y | -41.9% | +57.9% | -99.7% | -62.6% |
| All | -0.8% | +222.7% | -223.5% | -71.8% |
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 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