+54.9%
SCHD vs VXUS
+72.4%
-17.5%
-16.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VXUS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +1.0% | -0.6% | -0.1% |
| 7D | -2.0% | -1.4% | -0.5% | -1.3% |
| 30D | -0.4% | -0.5% | 0.0% | -0.2% |
| 3M | +5.7% | +2.6% | +3.2% | +4.2% |
| 6M | +11.9% | +10.9% | +1.0% | +5.4% |
| YTD | +26.4% | +16.1% | +10.3% | +15.3% |
| 1Y | +27.6% | +22.3% | +5.3% | +12.5% |
| 3Y | +54.9% | +72.0% | -17.1% | +5.8% |
| All | +54.9% | +72.4% | -17.5% | +5.8% |
Cumulative growth
Daily Returns
Daily percentage return beside VXUS.
Daily Out/Under-Performance
Portfolio return minus VXUS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VXUS 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 3y: compounded portfolio wealth divided by compounded VXUS 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…
3y analysis · Full analysis span regression · 6 months rolling