+82.6%
IVV vs SCHW
+57.2%
+25.3%
-24.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SCHW | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +0.7% | -1.3% | -0.8% |
| 7D | -2.0% | -2.8% | +0.8% | -1.3% |
| 30D | -1.6% | -0.1% | -1.6% | -1.7% |
| 3M | +4.8% | +20.6% | -15.8% | -0.5% |
| 6M | +12.6% | +15.9% | -3.4% | +7.7% |
| YTD | +11.8% | +8.5% | +3.3% | +8.7% |
| 1Y | +17.6% | +17.8% | -0.3% | +11.6% |
| 3Y | +77.0% | +88.5% | -11.5% | +46.0% |
| 5Y | +82.6% | +60.6% | +21.9% | +51.5% |
| All | +82.6% | +57.2% | +25.3% | +51.5% |
Cumulative growth
Daily Returns
Daily percentage return beside SCHW.
Daily Out/Under-Performance
Portfolio return minus SCHW return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SCHW 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 SCHW 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