+14.4%
SCHG vs VTEB
-2.3%
+16.7%
-8.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | VTEB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +0.4% | +0.5% | -0.1% |
| 7D | -1.0% | -0.9% | -0.1% | +1.5% |
| 30D | -1.3% | -2.5% | +1.2% | +6.3% |
| 3M | +5.4% | -3.0% | +8.4% | +15.0% |
| 6M | +14.4% | -2.1% | +16.5% | +22.1% |
| All | +14.4% | -2.3% | +16.7% | +22.1% |
Cumulative growth
Daily Returns
Daily percentage return beside VTEB.
Daily Out/Under-Performance
Portfolio return minus VTEB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VTEB 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 6mo: compounded portfolio wealth divided by compounded VTEB 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…
6mo analysis · Full analysis span regression · 6 months rolling