+60.2%
SCHD vs VIG
+63.0%
-2.9%
-16.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VIG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +0.7% | -0.3% | -0.3% |
| 7D | -2.0% | -1.1% | -0.9% | -1.0% |
| 30D | -0.4% | -2.7% | +2.3% | +2.1% |
| 3M | +5.7% | +2.5% | +3.2% | +3.4% |
| 6M | +11.9% | +9.2% | +2.6% | +3.3% |
| YTD | +26.4% | +9.8% | +16.6% | +16.1% |
| 1Y | +27.6% | +12.4% | +15.2% | +14.6% |
| 3Y | +54.9% | +55.9% | -0.9% | +3.0% |
| All | +60.2% | +63.0% | -2.9% | +0.9% |
Cumulative growth
Daily Returns
Daily percentage return beside VIG.
Daily Out/Under-Performance
Portfolio return minus VIG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VIG 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 VIG 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