+114.6%
SCSC price history and return analytics
+374.2%
-259.6%
-67.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | 0.0% | +1.1% | +1.1% |
| 7D | +3.4% | +0.4% | +3.0% | +2.9% |
| 30D | +1.9% | +1.0% | +1.0% | +0.8% |
| 3M | +23.3% | +2.4% | +20.9% | +19.8% |
| 6M | +53.5% | +12.0% | +41.5% | +35.2% |
| YTD | +49.7% | +15.3% | +34.4% | +28.2% |
| 1Y | +30.8% | +22.6% | +8.2% | +5.1% |
| 3Y | +76.1% | +74.7% | +1.5% | -1.8% |
| 5Y | +55.7% | +66.1% | -10.4% | -8.8% |
| 10Y | +63.4% | +225.0% | -161.6% | -48.6% |
| All | +114.6% | +374.2% | -259.6% | -49.9% |
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