+38.0%
SCHD vs VTEB
+0.7%
+37.3%
-6.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VTEB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | +0.4% | -2.6% | -2.5% |
| 7D | -0.5% | +1.2% | -1.8% | -1.5% |
| 30D | +7.8% | +4.2% | +3.7% | +4.5% |
| 3M | +6.1% | -0.5% | +6.6% | +7.2% |
| 6M | +13.6% | -0.6% | +14.1% | +14.7% |
| YTD | +32.3% | +0.3% | +32.0% | +32.7% |
| 1Y | +38.0% | +0.8% | +37.2% | +37.8% |
| All | +38.0% | +0.7% | +37.3% | +37.8% |
Cumulative growth
Daily Returns
Daily percentage return beside VTEB.
Daily Out/Under-Performance
Portfolio return minus VTEB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VTEB 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 VTEB 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