+53.1%
SCHP vs VOO
+807.8%
-754.8%
-14.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -0.5% | +0.2% | -0.2% |
| 7D | 0.0% | -0.4% | +0.3% | 0.0% |
| 30D | -0.1% | -1.4% | +1.3% | -0.1% |
| 3M | -0.6% | +3.7% | -4.3% | -0.5% |
| 6M | -0.9% | +13.0% | -14.0% | -0.7% |
| YTD | +0.6% | +12.4% | -11.9% | +0.8% |
| 1Y | +0.3% | +18.6% | -18.3% | +0.6% |
| 3Y | +12.7% | +78.1% | -65.4% | +14.1% |
| 5Y | +1.1% | +82.3% | -81.2% | +2.2% |
| 10Y | +27.6% | +322.5% | -294.9% | +38.4% |
| All | +53.1% | +807.8% | -754.8% | +80.5% |
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