+69.6%
V vs SCHW
+57.2%
+12.3%
-24.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SCHW | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +0.7% | -0.8% | -0.2% |
| 7D | -3.0% | -2.8% | -0.3% | -2.3% |
| 30D | +1.2% | -0.1% | +1.3% | +1.2% |
| 3M | +13.9% | +20.6% | -6.7% | +8.4% |
| 6M | +17.2% | +15.9% | +1.3% | +12.5% |
| YTD | +5.3% | +8.5% | -3.2% | +2.5% |
| 1Y | +9.5% | +17.8% | -8.4% | +4.1% |
| 3Y | +51.9% | +88.5% | -36.6% | +26.3% |
| 5Y | +69.6% | +60.6% | +8.9% | +39.1% |
| All | +69.6% | +57.2% | +12.3% | +39.1% |
Cumulative growth
Daily Returns
Daily percentage return beside SCHW.
Daily Out/Under-Performance
Portfolio return minus SCHW return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SCHW 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 SCHW 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