+238.6%
SCHD vs VSAT
+3.3%
+235.3%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VSAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +0.2% | +0.2% | +0.4% |
| 7D | -2.0% | -1.3% | -0.6% | -1.9% |
| 30D | -0.4% | -14.8% | +14.4% | +1.0% |
| 3M | +5.7% | +2.2% | +3.5% | +4.4% |
| 6M | +11.9% | +60.2% | -48.3% | +4.3% |
| YTD | +26.4% | +115.6% | -89.2% | +13.3% |
| 1Y | +27.6% | +132.9% | -105.3% | +12.4% |
| 3Y | +54.9% | +216.1% | -161.1% | +21.2% |
| 5Y | +60.9% | +52.9% | +8.0% | +33.6% |
| All | +238.6% | +3.3% | +235.3% | +177.6% |
Cumulative growth
Daily Returns
Daily percentage return beside VSAT.
Daily Out/Under-Performance
Portfolio return minus VSAT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VSAT 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 VSAT 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