+15.7%
SCHL vs VT
+66.2%
-50.5%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.9% | 0.0% | -6.9% | -6.9% |
| 7D | -7.9% | +0.4% | -8.3% | -8.1% |
| 30D | -15.5% | +1.0% | -16.5% | -16.0% |
| 3M | -17.5% | +2.4% | -19.9% | -18.8% |
| 6M | +3.7% | +12.0% | -8.3% | -4.0% |
| YTD | +22.4% | +15.3% | +7.1% | +11.3% |
| 1Y | +47.4% | +22.6% | +24.8% | +28.6% |
| 3Y | -9.7% | +74.7% | -84.4% | -36.6% |
| All | +15.7% | +66.2% | -50.5% | -14.6% |
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