+9.5%
V vs SCHD
+28.5%
-19.0%
-17.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SCHD | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.3% | +0.2% | +0.1% |
| 7D | -3.0% | -3.1% | +0.1% | -1.4% |
| 30D | +1.2% | -0.8% | +2.0% | +1.7% |
| 3M | +13.9% | +6.2% | +7.7% | +10.9% |
| 6M | +17.2% | +11.8% | +5.4% | +11.5% |
| YTD | +5.3% | +26.0% | -20.6% | -5.9% |
| 1Y | +9.5% | +28.1% | -18.7% | -3.4% |
| All | +9.5% | +28.5% | -19.0% | -3.4% |
Cumulative growth
Daily Returns
Daily percentage return beside SCHD.
Daily Out/Under-Performance
Portfolio return minus SCHD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SCHD 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 SCHD 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