+551.1%
SCHD vs VRSN
+880.3%
-329.2%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VRSN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +0.7% | -1.0% | -0.5% |
| 7D | -3.1% | -1.5% | -1.6% | -2.7% |
| 30D | -0.8% | +0.7% | -1.5% | -1.1% |
| 3M | +6.2% | +0.6% | +5.6% | +5.6% |
| 6M | +11.8% | +21.7% | -9.9% | +4.3% |
| YTD | +26.0% | +20.0% | +6.0% | +17.6% |
| 1Y | +28.1% | +3.2% | +25.0% | +25.3% |
| 3Y | +54.6% | +42.4% | +12.2% | +34.2% |
| 5Y | +60.3% | +33.0% | +27.3% | +39.7% |
| 10Y | +242.1% | +292.9% | -50.7% | +121.6% |
| All | +551.1% | +880.3% | -329.2% | +203.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling