+238.6%
SCHD vs VO
+200.3%
+38.4%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +0.8% | -0.4% | -0.2% |
| 7D | -2.0% | -1.5% | -0.4% | -0.8% |
| 30D | -0.4% | -3.0% | +2.6% | +2.0% |
| 3M | +5.7% | +2.8% | +2.9% | +3.3% |
| 6M | +11.9% | +10.9% | +0.9% | +2.8% |
| YTD | +26.4% | +12.5% | +14.0% | +14.9% |
| 1Y | +27.6% | +12.0% | +15.6% | +16.2% |
| 3Y | +54.9% | +56.3% | -1.3% | +7.7% |
| 5Y | +60.9% | +42.9% | +18.0% | +18.5% |
| All | +238.6% | +200.3% | +38.4% | +39.4% |
Cumulative growth
Daily Returns
Daily percentage return beside VO.
Daily Out/Under-Performance
Portfolio return minus VO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VO 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 10y: compounded portfolio wealth divided by compounded VO 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…
10y analysis · Full analysis span regression · 6 months rolling