-23.6%
SCHQ vs VOO
+187.8%
-211.4%
-46.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -0.4% | +0.5% | +0.1% |
| 7D | -0.4% | +0.1% | -0.5% | -0.4% |
| 30D | -0.5% | +0.1% | -0.5% | -0.5% |
| 3M | -2.3% | +2.0% | -4.3% | -2.1% |
| 6M | -5.0% | +13.0% | -18.0% | -3.8% |
| YTD | -2.4% | +13.6% | -16.0% | -1.2% |
| 1Y | -0.8% | +20.1% | -20.9% | +1.1% |
| 3Y | +1.7% | +77.6% | -75.9% | +8.9% |
| 5Y | -29.7% | +82.4% | -112.1% | -24.7% |
| All | -23.6% | +187.8% | -211.4% | -0.1% |
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