+249.0%
SCHD vs VT
+215.5%
+33.5%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +0.2% | -0.9% | -0.9% |
| 7D | -1.7% | -2.3% | +0.6% | +0.1% |
| 30D | +7.7% | -5.0% | +12.7% | +12.1% |
| 3M | +5.2% | -4.9% | +10.1% | +9.3% |
| 6M | +12.9% | -1.5% | +14.4% | +13.5% |
| YTD | +31.4% | +8.5% | +22.9% | +21.1% |
| 1Y | +37.3% | +11.4% | +25.9% | +23.6% |
| 3Y | +68.3% | +70.1% | -1.8% | +3.5% |
| 5Y | +59.9% | +53.7% | +6.1% | +7.0% |
| All | +249.0% | +215.5% | +33.5% | +26.5% |
Cumulative growth
Daily Returns
Daily percentage return beside VT.
Daily Out/Under-Performance
Portfolio return minus VT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VT 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 VT 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