+23.5%
SCHA vs VOO
+14.7%
+8.8%
-11.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | +1.6% | -0.2% | -0.5% |
| 7D | +1.3% | -0.7% | +2.0% | +2.2% |
| 30D | +1.1% | -1.1% | +2.1% | +2.3% |
| 3M | -3.9% | -0.3% | -3.5% | -3.5% |
| 6M | +3.9% | +7.4% | -3.5% | -4.7% |
| YTD | +18.8% | +13.4% | +5.4% | +1.9% |
| 1Y | +23.5% | +14.8% | +8.7% | +4.3% |
| All | +23.5% | +14.7% | +8.8% | +4.3% |
Cumulative growth
Daily Returns
Daily percentage return beside VOO.
Daily Out/Under-Performance
Portfolio return minus VOO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VOO 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 1y: compounded portfolio wealth divided by compounded VOO 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…
1y analysis · Full analysis span regression · 6 months rolling