+57.5%
SCHW vs VCIT
+3.3%
+54.2%
-49.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VCIT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.2% | -0.1% | -0.2% |
| 7D | -1.6% | -0.2% | -1.4% | -1.5% |
| 30D | -1.1% | -0.5% | -0.5% | -0.9% |
| 3M | +20.4% | -0.9% | +21.3% | +20.7% |
| 6M | +13.6% | -1.9% | +15.6% | +14.4% |
| YTD | +7.7% | -1.0% | +8.7% | +8.0% |
| 1Y | +15.2% | +0.2% | +15.0% | +15.0% |
| 3Y | +87.1% | +19.0% | +68.1% | +75.5% |
| 5Y | +57.5% | +3.1% | +54.4% | +17.7% |
| All | +57.5% | +3.3% | +54.2% | +17.7% |
Cumulative growth
Daily Returns
Daily percentage return beside VCIT.
Daily Out/Under-Performance
Portfolio return minus VCIT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VCIT 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 VCIT 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