+238.6%
SCHD vs VRTX
+451.8%
-213.2%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VRTX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +0.2% | +0.2% | +0.3% |
| 7D | -2.0% | -5.6% | +3.7% | -0.8% |
| 30D | -0.4% | -2.0% | +1.5% | -0.1% |
| 3M | +5.7% | +15.8% | -10.1% | +2.5% |
| 6M | +11.9% | +4.7% | +7.2% | +10.5% |
| YTD | +26.4% | +13.7% | +12.7% | +22.5% |
| 1Y | +27.6% | +29.7% | -2.1% | +20.2% |
| 3Y | +54.9% | +48.4% | +6.5% | +39.0% |
| 5Y | +60.9% | +173.3% | -112.4% | +25.3% |
| All | +238.6% | +451.8% | -213.2% | +155.8% |
Cumulative growth
Daily Returns
Daily percentage return beside VRTX.
Daily Out/Under-Performance
Portfolio return minus VRTX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VRTX 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 VRTX 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