+59.5%
SCHD vs VO
+41.0%
+18.5%
-16.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.9% | +0.6% | +0.3% |
| 7D | -3.1% | -2.5% | -0.6% | -1.4% |
| 30D | -0.8% | -3.2% | +2.4% | +1.4% |
| 3M | +6.2% | +3.9% | +2.3% | +3.4% |
| 6M | +11.8% | +9.6% | +2.2% | +4.7% |
| YTD | +26.0% | +11.6% | +14.4% | +16.4% |
| 1Y | +28.1% | +12.6% | +15.5% | +17.6% |
| 3Y | +54.6% | +55.4% | -0.8% | +13.3% |
| All | +59.5% | +41.0% | +18.5% | +20.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling