+553.0%
SCHD vs VO
+480.6%
+72.4%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -0.8% | -0.1% | -0.3% |
| 7D | -2.6% | -0.6% | -2.0% | -2.2% |
| 30D | -0.3% | -1.9% | +1.6% | +1.2% |
| 3M | +6.1% | +3.3% | +2.8% | +3.4% |
| 6M | +11.7% | +9.7% | +2.0% | +3.8% |
| YTD | +26.3% | +12.6% | +13.7% | +14.9% |
| 1Y | +28.8% | +13.6% | +15.1% | +16.1% |
| 3Y | +55.0% | +56.8% | -1.8% | +8.5% |
| 5Y | +60.0% | +42.3% | +17.8% | +19.1% |
| 10Y | +243.1% | +199.2% | +44.0% | +42.5% |
| All | +553.0% | +480.6% | +72.4% | +70.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling