+38.0%
SCHD vs VTRS
+88.0%
-50.0%
-6.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VTRS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | -1.3% | -0.9% | -2.0% |
| 7D | -0.5% | -1.2% | +0.7% | -0.4% |
| 30D | +7.8% | +8.2% | -0.3% | +6.7% |
| 3M | +6.1% | +8.3% | -2.2% | +5.0% |
| 6M | +13.6% | +24.1% | -10.5% | +10.1% |
| YTD | +32.3% | +56.0% | -23.7% | +23.5% |
| 1Y | +38.0% | +82.7% | -44.7% | +25.5% |
| All | +38.0% | +88.0% | -50.0% | +25.5% |
Cumulative growth
Daily Returns
Daily percentage return beside VTRS.
Daily Out/Under-Performance
Portfolio return minus VTRS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VTRS 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 VTRS 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