+553.6%
SCHD vs VIAV
+557.6%
-4.0%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VIAV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +3.6% | -3.2% | -0.2% |
| 7D | -2.0% | +11.2% | -13.1% | -3.7% |
| 30D | -0.4% | -10.1% | +9.7% | +0.8% |
| 3M | +5.7% | -22.9% | +28.6% | +8.5% |
| 6M | +11.9% | +28.8% | -16.9% | +2.9% |
| YTD | +26.4% | +117.5% | -91.0% | +3.6% |
| 1Y | +27.6% | +216.1% | -188.5% | -3.9% |
| 3Y | +54.9% | +292.2% | -237.3% | +8.4% |
| 5Y | +60.9% | +141.0% | -80.1% | +22.8% |
| 10Y | +243.4% | +414.6% | -171.2% | +124.9% |
| All | +553.6% | +557.6% | -4.0% | +285.0% |
Cumulative growth
Daily Returns
Daily percentage return beside VIAV.
Daily Out/Under-Performance
Portfolio return minus VIAV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VIAV 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 VIAV 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