+588.3%
SCHD vs VCIT
+67.5%
+520.9%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VCIT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | +0.1% | +1.3% | +1.3% |
| 7D | -0.7% | +0.7% | -1.4% | -1.0% |
| 30D | +7.9% | +1.8% | +6.1% | +7.0% |
| 3M | +6.0% | -1.6% | +7.6% | +6.8% |
| 6M | +14.5% | -2.1% | +16.6% | +15.7% |
| YTD | +33.2% | -1.6% | +34.7% | +34.1% |
| 1Y | +38.1% | -0.8% | +38.9% | +38.6% |
| 3Y | +73.5% | +19.9% | +53.6% | +60.7% |
| 5Y | +62.5% | +3.3% | +59.2% | +55.8% |
| 10Y | +253.7% | +30.6% | +223.1% | +240.6% |
| All | +588.3% | +67.5% | +520.9% | +618.2% |
Cumulative growth
Daily Returns
Daily percentage return beside VCIT.
Daily Out/Under-Performance
Portfolio return minus VCIT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VCIT 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 VCIT 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