+553.6%
SCHD vs VTRS
+18.9%
+534.7%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VTRS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +0.8% | -0.4% | +0.2% |
| 7D | -2.0% | -2.2% | +0.2% | -1.5% |
| 30D | -0.4% | +3.3% | -3.7% | -1.1% |
| 3M | +5.7% | +2.0% | +3.7% | +5.1% |
| 6M | +11.9% | +19.9% | -8.1% | +7.3% |
| YTD | +26.4% | +35.7% | -9.3% | +17.9% |
| 1Y | +27.6% | +68.1% | -40.5% | +13.6% |
| 3Y | +54.9% | +87.1% | -32.1% | +32.6% |
| 5Y | +60.9% | +47.6% | +13.3% | +41.3% |
| 10Y | +243.4% | -48.2% | +291.6% | +239.3% |
| All | +553.6% | +18.9% | +534.7% | +326.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling