+54.9%
SCHD vs VRTX
+50.1%
+4.9%
-16.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VRTX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +0.2% | +0.2% | +0.4% |
| 7D | -2.0% | -5.6% | +3.7% | -1.2% |
| 30D | -0.4% | -2.0% | +1.5% | -0.2% |
| 3M | +5.7% | +15.8% | -10.1% | +3.6% |
| 6M | +11.9% | +4.7% | +7.2% | +11.0% |
| YTD | +26.4% | +13.7% | +12.7% | +23.8% |
| 1Y | +27.6% | +29.7% | -2.1% | +22.5% |
| 3Y | +54.9% | +48.4% | +6.5% | +43.9% |
| All | +54.9% | +50.1% | +4.9% | +43.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling