+551.1%
SCHD vs VTI
+676.6%
-125.5%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VTI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.6% | +0.3% | +0.2% |
| 7D | -3.1% | -2.0% | -1.1% | -1.5% |
| 30D | -0.8% | -1.9% | +1.1% | +0.7% |
| 3M | +6.2% | +4.5% | +1.7% | +2.3% |
| 6M | +11.8% | +12.6% | -0.8% | +1.2% |
| YTD | +26.0% | +12.0% | +14.0% | +14.3% |
| 1Y | +28.1% | +17.3% | +10.8% | +11.7% |
| 3Y | +54.6% | +75.3% | -20.8% | -4.6% |
| 5Y | +60.3% | +74.0% | -13.7% | -1.7% |
| 10Y | +242.1% | +300.0% | -57.9% | +2.1% |
| All | +551.1% | +676.6% | -125.5% | +14.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling