+60.2%
SCHD vs VTI
+74.4%
-14.2%
-16.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VTI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +0.8% | -0.4% | -0.1% |
| 7D | -2.0% | -0.9% | -1.1% | -1.4% |
| 30D | -0.4% | -1.4% | +1.0% | +0.5% |
| 3M | +5.7% | +3.6% | +2.1% | +3.2% |
| 6M | +11.9% | +13.6% | -1.7% | +2.6% |
| YTD | +26.4% | +12.9% | +13.5% | +16.3% |
| 1Y | +27.6% | +17.2% | +10.4% | +14.3% |
| 3Y | +54.9% | +75.7% | -20.7% | +3.8% |
| All | +60.2% | +74.4% | -14.2% | +4.7% |
Cumulative growth
Daily Returns
Daily percentage return beside VTI.
Daily Out/Under-Performance
Portfolio return minus VTI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VTI 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 5y: compounded portfolio wealth divided by compounded VTI 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…
5y analysis · Full analysis span regression · 6 months rolling