+89.9%
SCHL vs VOO
+802.4%
-712.4%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -0.6% | -0.3% | -0.4% |
| 7D | -8.0% | -2.0% | -6.0% | -6.4% |
| 30D | -14.1% | -1.7% | -12.4% | -12.9% |
| 3M | -19.3% | +4.7% | -24.1% | -22.5% |
| 6M | +4.0% | +12.6% | -8.6% | -6.1% |
| YTD | +21.1% | +11.8% | +9.3% | +9.9% |
| 1Y | +37.4% | +17.5% | +19.9% | +19.6% |
| 3Y | -5.7% | +77.0% | -82.7% | -42.2% |
| 5Y | +21.3% | +82.6% | -61.3% | -29.2% |
| 10Y | +11.3% | +320.0% | -308.7% | -71.4% |
| All | +89.9% | +802.4% | -712.4% | -79.4% |
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