+59.6%
SCHW vs VO
+41.0%
+18.6%
-49.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -0.9% | +1.7% | +1.6% |
| 7D | -2.8% | -2.5% | -0.3% | -0.4% |
| 30D | -0.1% | -3.2% | +3.2% | +3.1% |
| 3M | +20.6% | +3.9% | +16.7% | +15.8% |
| 6M | +15.9% | +9.6% | +6.3% | +5.2% |
| YTD | +8.5% | +11.6% | -3.1% | -3.3% |
| 1Y | +17.8% | +12.6% | +5.2% | +4.0% |
| 3Y | +88.5% | +55.4% | +33.2% | +19.1% |
| All | +59.6% | +41.0% | +18.6% | +12.1% |
Cumulative growth
Daily Returns
Daily percentage return beside VO.
Daily Out/Under-Performance
Portfolio return minus VO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VO 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 VO 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