+38.5%
SCHD vs VST
-32.3%
+70.8%
-6.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VST | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -2.0% | +2.6% | +0.4% |
| 7D | +0.8% | -6.0% | +6.8% | +0.6% |
| 30D | +8.4% | -18.8% | +27.2% | +7.9% |
| 3M | +5.6% | -8.0% | +13.7% | +5.2% |
| 6M | +15.1% | -10.9% | +26.1% | +14.5% |
| YTD | +33.8% | -18.3% | +52.2% | +33.4% |
| 1Y | +38.5% | -29.9% | +68.5% | +36.4% |
| All | +38.5% | -32.3% | +70.8% | +36.4% |
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