+29.2%
SCHE vs VT
+57.5%
-28.3%
-30.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -0.5% | +0.1% | 0.0% |
| 7D | +1.8% | -0.1% | +2.0% | +2.0% |
| 30D | -5.4% | -3.1% | -2.4% | -2.8% |
| 3M | -5.8% | -3.5% | -2.3% | -2.7% |
| 6M | -5.5% | +0.5% | -6.0% | -5.7% |
| YTD | +6.2% | +10.8% | -4.6% | -2.3% |
| 1Y | +4.9% | +11.9% | -7.0% | -4.3% |
| 3Y | +58.7% | +73.0% | -14.3% | +0.8% |
| 5Y | +29.2% | +58.6% | -29.4% | -11.7% |
| All | +29.2% | +57.5% | -28.3% | -11.7% |
Cumulative growth
Daily Returns
Daily percentage return beside VT.
Daily Out/Under-Performance
Portfolio return minus VT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VT 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 5y: compounded portfolio wealth divided by compounded VT 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…
5y analysis · Full analysis span regression · 6 months rolling