+38.0%
SCHD vs VWO
+1.8%
+36.2%
-6.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VWO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | -3.6% | +1.4% | -1.8% |
| 7D | -0.5% | -4.2% | +3.6% | -0.2% |
| 30D | +7.8% | -10.5% | +18.3% | +8.8% |
| 3M | +6.1% | -9.4% | +15.6% | +7.0% |
| 6M | +13.6% | -8.3% | +21.9% | +14.2% |
| YTD | +32.3% | +1.2% | +31.1% | +29.3% |
| 1Y | +38.0% | +1.2% | +36.7% | +35.3% |
| All | +38.0% | +1.8% | +36.2% | +35.3% |
Cumulative growth
Daily Returns
Daily percentage return beside VWO.
Daily Out/Under-Performance
Portfolio return minus VWO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VWO 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 VWO 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