+24.2%
SCHO vs VOO
+800.4%
-776.3%
-5.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.4% | +0.4% | 0.0% |
| 7D | -0.5% | +2.6% | -3.1% | -0.5% |
| 30D | +0.3% | -2.0% | +2.2% | +0.2% |
| 3M | -0.1% | -2.8% | +2.7% | -0.1% |
| 6M | +0.7% | +2.2% | -1.5% | +0.7% |
| YTD | +1.0% | +11.5% | -10.5% | +1.1% |
| 1Y | +1.7% | +13.5% | -11.8% | +1.9% |
| 3Y | +12.6% | +78.1% | -65.5% | +13.3% |
| 5Y | +10.6% | +73.1% | -62.6% | +11.2% |
| 10Y | +19.5% | +310.7% | -291.3% | +21.9% |
| All | +24.2% | +800.4% | -776.3% | +27.8% |
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