+38.0%
SCHD vs VYM
+17.8%
+20.2%
-6.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VYM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | -3.3% | +1.1% | +0.4% |
| 7D | -0.5% | -3.0% | +2.5% | +1.9% |
| 30D | +7.8% | +0.9% | +6.9% | +7.1% |
| 3M | +6.1% | -2.7% | +8.8% | +8.3% |
| 6M | +13.6% | +3.4% | +10.1% | +10.7% |
| YTD | +32.3% | +13.3% | +19.0% | +20.4% |
| 1Y | +38.0% | +17.0% | +21.0% | +22.3% |
| All | +38.0% | +17.8% | +20.2% | +22.3% |
Cumulative growth
Daily Returns
Daily percentage return beside VYM.
Daily Out/Under-Performance
Portfolio return minus VYM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VYM 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 VYM 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