+60.2%
SCHD vs VMC
+47.0%
+13.2%
-16.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VMC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +0.9% | -0.5% | +0.1% |
| 7D | -2.0% | -3.8% | +1.8% | -0.9% |
| 30D | -0.4% | -9.7% | +9.3% | +2.5% |
| 3M | +5.7% | -9.6% | +15.4% | +8.5% |
| 6M | +11.9% | -4.8% | +16.7% | +12.6% |
| YTD | +26.4% | -10.9% | +37.3% | +29.2% |
| 1Y | +27.6% | -15.6% | +43.2% | +32.5% |
| 3Y | +54.9% | +19.3% | +35.6% | +39.8% |
| All | +60.2% | +47.0% | +13.2% | +29.4% |
Cumulative growth
Daily Returns
Daily percentage return beside VMC.
Daily Out/Under-Performance
Portfolio return minus VMC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VMC 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 VMC 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