+253.8%
SCHF vs VOO
+812.0%
-558.2%
-34.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -0.6% | +0.2% | +0.1% |
| 7D | +1.9% | +0.5% | +1.4% | +1.4% |
| 30D | +0.9% | -0.9% | +1.8% | +1.7% |
| 3M | +5.8% | +3.9% | +1.9% | +2.3% |
| 6M | +13.9% | +14.5% | -0.6% | +1.2% |
| YTD | +19.1% | +13.0% | +6.2% | +7.2% |
| 1Y | +27.9% | +19.4% | +8.4% | +9.4% |
| 3Y | +79.9% | +78.9% | +1.0% | +5.9% |
| 5Y | +64.3% | +82.3% | -18.0% | -5.9% |
| 10Y | +162.4% | +314.2% | -151.8% | -35.4% |
| All | +253.8% | +812.0% | -558.2% | -65.7% |
Cumulative growth
Daily Returns
Daily percentage return beside VOO.
Daily Out/Under-Performance
Portfolio return minus VOO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VOO 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 VOO 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