+217.8%
SCHC vs VOO
+810.0%
-592.2%
-43.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +0.8% | -0.2% | -0.1% |
| 7D | -1.7% | -0.8% | -1.0% | -1.1% |
| 30D | -0.4% | -1.1% | +0.7% | +0.5% |
| 3M | +2.9% | +3.9% | -1.0% | -0.5% |
| 6M | +5.3% | +13.6% | -8.3% | -5.6% |
| YTD | +11.6% | +12.7% | -1.1% | +0.7% |
| 1Y | +15.8% | +17.6% | -1.8% | +0.7% |
| 3Y | +67.2% | +77.3% | -10.2% | 0.0% |
| 5Y | +35.5% | +84.1% | -48.6% | -22.1% |
| 10Y | +119.8% | +323.5% | -203.7% | -43.4% |
| All | +217.8% | +810.0% | -592.2% | -64.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling