+74.0%
SCM price history and return analytics
+221.8%
-147.8%
-66.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | -0.3% | +1.5% | +1.5% |
| 7D | -7.2% | +2.4% | -9.5% | -9.4% |
| 30D | -3.1% | -1.5% | -1.6% | -1.9% |
| 3M | -21.7% | -4.1% | -17.6% | -18.6% |
| 6M | -21.3% | +0.6% | -21.8% | -22.0% |
| YTD | -40.4% | +11.0% | -51.4% | -46.7% |
| 1Y | -35.6% | +13.3% | -48.9% | -43.6% |
| 3Y | -23.0% | +73.4% | -96.4% | -58.4% |
| 5Y | -16.4% | +57.4% | -73.8% | -50.2% |
| All | +74.0% | +221.8% | -147.8% | -50.6% |
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