+553.0%
SCHD vs VSAT
+89.5%
+463.5%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VSAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -6.9% | +6.0% | -0.2% |
| 7D | -2.6% | +3.5% | -6.1% | -3.0% |
| 30D | -0.3% | -14.7% | +14.4% | +1.3% |
| 3M | +6.1% | +13.2% | -7.1% | +3.3% |
| 6M | +11.7% | +57.4% | -45.7% | +3.8% |
| YTD | +26.3% | +110.0% | -83.7% | +12.5% |
| 1Y | +28.8% | +134.4% | -105.7% | +12.1% |
| 3Y | +55.0% | +203.5% | -148.5% | +19.5% |
| 5Y | +60.0% | +47.1% | +12.9% | +31.0% |
| 10Y | +243.1% | +0.4% | +242.8% | +178.6% |
| All | +553.0% | +89.5% | +463.5% | +358.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling