+28.8%
VCIT vs SCHG
+454.2%
-425.5%
-20.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SCHG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -0.4% | -0.3% | -0.7% |
| 7D | -1.0% | -2.7% | +1.7% | -0.8% |
| 30D | -1.3% | -2.2% | +0.9% | -1.1% |
| 3M | -1.6% | +6.2% | -7.7% | -2.1% |
| 6M | -2.3% | +13.4% | -15.6% | -3.3% |
| YTD | -1.7% | +7.1% | -8.8% | -2.3% |
| 1Y | -0.7% | +12.5% | -13.3% | -1.8% |
| 3Y | +18.1% | +86.2% | -68.1% | +11.5% |
| 5Y | +2.4% | +83.9% | -81.5% | -4.1% |
| All | +28.8% | +454.2% | -425.5% | +16.8% |
Cumulative growth
Daily Returns
Daily percentage return beside SCHG.
Daily Out/Under-Performance
Portfolio return minus SCHG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SCHG 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 10y: compounded portfolio wealth divided by compounded SCHG 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…
10y analysis · Full analysis span regression · 6 months rolling