+13.5%
SCMB price history and return analytics
+107.7%
-94.2%
-6.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -4.1% | +4.5% | +0.7% |
| 7D | +1.1% | -4.2% | +5.3% | +1.4% |
| 30D | +3.9% | -5.8% | +9.7% | +4.3% |
| 3M | -1.1% | -5.2% | +4.2% | -0.8% |
| 6M | -1.1% | +0.1% | -1.2% | -1.1% |
| YTD | -0.7% | +8.2% | -8.9% | -1.2% |
| 1Y | 0.0% | +10.1% | -10.1% | -0.6% |
| 3Y | +10.9% | +69.7% | -58.7% | +6.9% |
| All | +13.5% | +107.7% | -94.2% | +8.4% |
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