+66.4%
SCHD vs VLTO
+27.2%
+39.2%
-16.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VLTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -1.6% | +0.8% | -0.4% |
| 7D | -0.3% | -2.3% | +2.0% | +0.3% |
| 30D | +3.4% | -0.9% | +4.3% | +3.7% |
| 3M | +7.6% | +13.8% | -6.2% | +3.7% |
| 6M | +12.2% | +2.0% | +10.2% | +11.4% |
| YTD | +29.0% | -3.2% | +32.1% | +29.8% |
| 1Y | +30.3% | -9.2% | +39.5% | +33.8% |
| All | +66.4% | +27.2% | +39.2% | +56.4% |
Cumulative growth
Daily Returns
Daily percentage return beside VLTO.
Daily Out/Under-Performance
Portfolio return minus VLTO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VLTO 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 VLTO 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