+39.5%
SCHL vs VT
+20.4%
+19.0%
-24.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -0.6% | -1.3% | -1.7% |
| 7D | -7.3% | -0.1% | -7.2% | -7.3% |
| 30D | -16.3% | -0.7% | -15.6% | -16.1% |
| 3M | -16.1% | +4.0% | -20.1% | -17.3% |
| 6M | +3.0% | +12.3% | -9.3% | -1.1% |
| YTD | +22.1% | +14.0% | +8.1% | +15.8% |
| 1Y | +39.5% | +20.3% | +19.2% | +25.2% |
| All | +39.5% | +20.4% | +19.0% | +25.2% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling