+38.5%
SCHD vs VG
+35.0%
+3.5%
-6.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +1.7% | -1.2% | +0.5% |
| 7D | +0.8% | -7.7% | +8.5% | +0.7% |
| 30D | +8.4% | -8.8% | +17.3% | +8.4% |
| 3M | +5.6% | -15.6% | +21.3% | +5.6% |
| 6M | +15.1% | +5.2% | +9.9% | +14.9% |
| YTD | +33.8% | +76.9% | -43.1% | +31.0% |
| 1Y | +38.5% | +42.5% | -4.0% | +36.4% |
| All | +38.5% | +35.0% | +3.5% | +36.4% |
Cumulative growth
Daily Returns
Daily percentage return beside VG.
Daily Out/Under-Performance
Portfolio return minus VG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VG 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 VG 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