+872.2%
SCHW vs VOO
+802.4%
+69.9%
-51.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -0.6% | +1.3% | +1.5% |
| 7D | -2.8% | -2.0% | -0.8% | -0.4% |
| 30D | -0.1% | -1.7% | +1.6% | +1.9% |
| 3M | +20.6% | +4.7% | +15.8% | +13.5% |
| 6M | +15.9% | +12.6% | +3.4% | -0.5% |
| YTD | +8.5% | +11.8% | -3.3% | -6.1% |
| 1Y | +17.8% | +17.5% | +0.3% | -4.3% |
| 3Y | +88.5% | +77.0% | +11.5% | -9.4% |
| 5Y | +60.6% | +82.6% | -22.0% | -26.1% |
| 10Y | +298.0% | +320.0% | -21.9% | -43.4% |
| All | +872.2% | +802.4% | +69.9% | -51.6% |
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