-42.3%
SCL price history and return analytics
+53.4%
-95.7%
-64.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | +0.2% | -1.6% | -1.6% |
| 7D | -3.8% | -2.3% | -1.5% | -1.7% |
| 30D | +9.2% | -5.0% | +14.1% | +14.5% |
| 3M | +5.3% | -4.9% | +10.2% | +10.4% |
| 6M | +28.3% | -1.5% | +29.9% | +29.6% |
| YTD | +44.4% | +8.5% | +35.9% | +32.8% |
| 1Y | +61.3% | +11.4% | +50.0% | +44.4% |
| 3Y | -8.1% | +70.1% | -78.2% | -43.7% |
| All | -42.3% | +53.4% | -95.7% | -62.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling