+238.6%
SCHD vs VRSN
+299.1%
-60.4%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VRSN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +1.3% | -1.0% | -0.1% |
| 7D | -2.0% | +0.2% | -2.2% | -2.0% |
| 30D | -0.4% | +3.8% | -4.2% | -1.7% |
| 3M | +5.7% | +5.0% | +0.7% | +3.6% |
| 6M | +11.9% | +24.9% | -13.0% | +2.7% |
| YTD | +26.4% | +21.6% | +4.8% | +16.6% |
| 1Y | +27.6% | +2.4% | +25.2% | +24.9% |
| 3Y | +54.9% | +47.3% | +7.6% | +30.2% |
| 5Y | +60.9% | +34.7% | +26.2% | +36.8% |
| All | +238.6% | +299.1% | -60.4% | +114.0% |
Cumulative growth
Daily Returns
Daily percentage return beside VRSN.
Daily Out/Under-Performance
Portfolio return minus VRSN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VRSN 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 VRSN 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