+0.8%
SCHW vs VGT
+18.8%
-18.0%
-22.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VGT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.6% | +0.2% | +4.3% | +4.6% |
| 7D | +5.2% | -6.5% | +11.7% | +5.7% |
| 30D | -4.7% | -10.6% | +5.9% | -3.9% |
| 3M | -11.9% | -3.7% | -8.2% | -11.8% |
| 6M | +2.7% | +10.4% | -7.6% | -2.1% |
| YTD | -5.6% | +23.1% | -28.7% | -14.2% |
| 1Y | +0.8% | +19.9% | -19.1% | -7.5% |
| All | +0.8% | +18.8% | -18.0% | -7.5% |
Cumulative growth
Daily Returns
Daily percentage return beside VGT.
Daily Out/Under-Performance
Portfolio return minus VGT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VGT 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 VGT 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