+65.4%
SCSC price history and return analytics
+345.0%
-279.6%
-67.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -20.9% | -4.1% | -16.8% | -16.5% |
| 7D | -23.6% | -4.2% | -19.4% | -19.3% |
| 30D | -26.0% | -5.8% | -20.2% | -20.4% |
| 3M | -21.4% | -5.2% | -16.2% | -16.1% |
| 6M | +6.7% | +0.1% | +6.6% | +7.1% |
| YTD | +15.4% | +8.2% | +7.2% | +6.7% |
| 1Y | +7.6% | +10.1% | -2.5% | -2.2% |
| 3Y | +40.7% | +69.7% | -29.0% | -18.3% |
| 5Y | +13.4% | +53.4% | -40.0% | -27.2% |
| 10Y | +31.0% | +219.2% | -188.2% | -57.4% |
| All | +65.4% | +345.0% | -279.6% | -58.3% |
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