+860.3%
SCHB vs VT
+476.7%
+383.6%
-35.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | 0.0% | -0.3% | -0.3% |
| 7D | +0.1% | +0.4% | -0.3% | -0.3% |
| 30D | 0.0% | +1.0% | -1.0% | -1.0% |
| 3M | +1.9% | +2.4% | -0.4% | -0.4% |
| 6M | +13.0% | +12.0% | +1.0% | +1.1% |
| YTD | +14.0% | +15.3% | -1.4% | -1.0% |
| 1Y | +19.8% | +22.6% | -2.7% | -1.8% |
| 3Y | +75.9% | +74.7% | +1.2% | +2.6% |
| 5Y | +74.2% | +66.1% | +8.1% | +7.0% |
| 10Y | +297.6% | +225.0% | +72.6% | +33.2% |
| All | +860.3% | +476.7% | +383.6% | +98.9% |
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