+0.8%
SCHW vs VEA
+20.4%
-19.7%
-22.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VEA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.6% | +2.1% | +2.5% | +4.2% |
| 7D | +5.2% | +0.7% | +4.5% | +5.0% |
| 30D | -4.7% | -0.4% | -4.2% | -4.7% |
| 3M | -11.9% | -1.7% | -10.3% | -11.7% |
| 6M | +2.7% | +5.1% | -2.4% | +0.5% |
| YTD | -5.6% | +14.4% | -20.1% | -14.6% |
| 1Y | +0.8% | +20.5% | -19.8% | -13.2% |
| All | +0.8% | +20.4% | -19.7% | -13.2% |
Cumulative growth
Daily Returns
Daily percentage return beside VEA.
Daily Out/Under-Performance
Portfolio return minus VEA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VEA 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 1y: compounded portfolio wealth divided by compounded VEA 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…
1y analysis · Full analysis span regression · 6 months rolling