+591.8%
SCHD vs VCIT
+67.1%
+524.7%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VCIT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -0.7% | +1.2% | +0.8% |
| 7D | +0.8% | +0.1% | +0.7% | +0.7% |
| 30D | +8.4% | +1.1% | +7.3% | +7.9% |
| 3M | +5.6% | -1.4% | +7.0% | +6.3% |
| 6M | +15.1% | -2.3% | +17.4% | +16.4% |
| YTD | +33.8% | -1.8% | +35.6% | +35.0% |
| 1Y | +38.5% | -1.0% | +39.5% | +39.2% |
| 3Y | +72.7% | +19.3% | +53.5% | +60.4% |
| 5Y | +63.1% | +3.8% | +59.3% | +56.3% |
| 10Y | +255.9% | +30.6% | +225.4% | +243.2% |
| All | +591.8% | +67.1% | +524.7% | +622.6% |
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