+60.2%
SCHD vs VLO
+608.8%
-548.7%
-16.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VLO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +1.3% | -0.9% | +0.2% |
| 7D | -2.0% | +5.3% | -7.3% | -2.8% |
| 30D | -0.4% | +18.2% | -18.6% | -3.3% |
| 3M | +5.7% | +53.3% | -47.6% | -2.1% |
| 6M | +11.9% | +70.4% | -58.6% | +1.2% |
| YTD | +26.4% | +143.4% | -116.9% | +6.6% |
| 1Y | +27.6% | +153.0% | -125.4% | +6.5% |
| 3Y | +54.9% | +195.0% | -140.0% | +23.0% |
| All | +60.2% | +608.8% | -548.7% | +7.3% |
Cumulative growth
Daily Returns
Daily percentage return beside VLO.
Daily Out/Under-Performance
Portfolio return minus VLO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VLO 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 VLO 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