+30.3%
SCHD vs VST
-20.6%
+50.9%
-4.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VST | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | +3.5% | -4.3% | -0.7% |
| 7D | -0.3% | +8.9% | -9.2% | -0.2% |
| 30D | +3.4% | +6.2% | -2.8% | +3.5% |
| 3M | +7.6% | -2.7% | +10.4% | +7.5% |
| 6M | +12.2% | -8.4% | +20.5% | +12.0% |
| YTD | +29.0% | -7.2% | +36.2% | +28.9% |
| 1Y | +30.3% | -20.9% | +51.2% | +30.1% |
| All | +30.3% | -20.6% | +50.9% | +30.1% |
Cumulative growth
Daily Returns
Daily percentage return beside VST.
Daily Out/Under-Performance
Portfolio return minus VST return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VST 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 1y: compounded portfolio wealth divided by compounded VST 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…
1y analysis · Full analysis span regression · 6 months rolling