+551.1%
SCHD vs VGT
+1,691.4%
-1,140.3%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VGT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -1.0% | +0.7% | +0.2% |
| 7D | -3.1% | -1.0% | -2.1% | -2.6% |
| 30D | -0.8% | -0.4% | -0.4% | -0.7% |
| 3M | +6.2% | +6.6% | -0.4% | +2.1% |
| 6M | +11.8% | +31.0% | -19.2% | -3.7% |
| YTD | +26.0% | +27.2% | -1.3% | +9.7% |
| 1Y | +28.1% | +34.5% | -6.3% | +7.9% |
| 3Y | +54.6% | +123.1% | -68.6% | -4.3% |
| 5Y | +60.3% | +135.1% | -74.8% | -6.5% |
| 10Y | +242.1% | +803.4% | -561.2% | -17.8% |
| All | +551.1% | +1,691.4% | -1,140.3% | +0.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling