+238.6%
SCHD vs VGT
+820.0%
-581.4%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VGT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +1.2% | -0.8% | -0.2% |
| 7D | -2.0% | -0.2% | -1.8% | -1.9% |
| 30D | -0.4% | -0.4% | 0.0% | -0.3% |
| 3M | +5.7% | +4.4% | +1.3% | +2.9% |
| 6M | +11.9% | +32.1% | -20.2% | -3.1% |
| YTD | +26.4% | +28.8% | -2.3% | +10.5% |
| 1Y | +27.6% | +35.3% | -7.7% | +8.3% |
| 3Y | +54.9% | +124.8% | -69.8% | -2.1% |
| 5Y | +60.9% | +137.9% | -77.0% | -4.2% |
| All | +238.6% | +820.0% | -581.4% | -10.5% |
Cumulative growth
Daily Returns
Daily percentage return beside VGT.
Daily Out/Under-Performance
Portfolio return minus VGT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VGT 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 10y: compounded portfolio wealth divided by compounded VGT 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…
10y analysis · Full analysis span regression · 6 months rolling