+60.2%
SCHD vs VGT
+136.3%
-76.1%
-16.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VGT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +1.2% | -0.8% | 0.0% |
| 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% | +3.9% |
| 6M | +11.9% | +32.1% | -20.2% | +1.0% |
| YTD | +26.4% | +28.8% | -2.3% | +14.9% |
| 1Y | +27.6% | +35.3% | -7.7% | +13.5% |
| 3Y | +54.9% | +124.8% | -69.8% | +9.6% |
| All | +60.2% | +136.3% | -76.1% | +5.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling