+423.0%
SCHM vs VOO
+678.2%
-255.1%
-42.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -0.6% | -0.7% | -0.6% |
| 7D | -2.1% | -2.0% | -0.1% | 0.0% |
| 30D | -3.1% | -1.7% | -1.4% | -1.3% |
| 3M | +1.1% | +4.7% | -3.6% | -3.7% |
| 6M | +11.1% | +12.6% | -1.5% | -1.9% |
| YTD | +16.7% | +11.8% | +4.9% | +3.8% |
| 1Y | +19.3% | +17.5% | +1.7% | +0.6% |
| 3Y | +55.4% | +77.0% | -21.5% | -15.1% |
| 5Y | +43.3% | +82.6% | -39.3% | -24.2% |
| 10Y | +182.8% | +320.0% | -137.2% | -38.8% |
| All | +423.0% | +678.2% | -255.1% | -44.7% |
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