+27.6%
SCHD vs VO
+13.3%
+14.3%
-4.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +0.8% | -0.4% | 0.0% |
| 7D | -2.0% | -1.5% | -0.4% | -1.2% |
| 30D | -0.4% | -3.0% | +2.6% | +1.1% |
| 3M | +5.7% | +2.8% | +2.9% | +4.2% |
| 6M | +11.9% | +10.9% | +0.9% | +6.1% |
| YTD | +26.4% | +12.5% | +14.0% | +18.6% |
| 1Y | +27.6% | +12.0% | +15.6% | +19.5% |
| All | +27.6% | +13.3% | +14.3% | +19.5% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling