+30.0%
SCHD vs VST
-19.6%
+49.6%
-4.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VST | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | +1.6% | -2.7% | -1.1% |
| 7D | -1.1% | +9.9% | -11.0% | -1.0% |
| 30D | +1.5% | +7.9% | -6.4% | +1.6% |
| 3M | +7.4% | +3.4% | +4.0% | +7.3% |
| 6M | +12.4% | -4.1% | +16.5% | +12.3% |
| YTD | +27.5% | -5.7% | +33.2% | +27.5% |
| 1Y | +30.0% | -18.9% | +48.9% | +29.9% |
| All | +30.0% | -19.6% | +49.6% | +29.9% |
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