+77.3%
VOO vs SCHD
+54.6%
+22.7%
-18.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SCHD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +0.4% | +0.5% | +0.6% |
| 7D | -0.8% | -2.0% | +1.2% | +0.6% |
| 30D | -1.1% | -0.4% | -0.7% | -0.8% |
| 3M | +3.9% | +5.7% | -1.8% | -0.4% |
| 6M | +13.6% | +11.9% | +1.8% | +4.3% |
| YTD | +12.7% | +26.4% | -13.7% | -6.1% |
| 1Y | +17.6% | +27.6% | -10.0% | -2.8% |
| 3Y | +77.3% | +54.9% | +22.4% | +25.4% |
| All | +77.3% | +54.6% | +22.7% | +25.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling