+718.3%
VOO vs SCHD
+553.1%
+165.3%
-34.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SCHD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +0.4% | +0.5% | +0.5% |
| 7D | -0.8% | -2.0% | +1.2% | +1.1% |
| 30D | -1.1% | -0.4% | -0.7% | -0.7% |
| 3M | +3.9% | +5.7% | -1.8% | -1.8% |
| 6M | +13.6% | +11.9% | +1.8% | +1.5% |
| YTD | +12.7% | +26.4% | -13.7% | -10.8% |
| 1Y | +17.6% | +27.6% | -10.0% | -7.9% |
| 3Y | +77.3% | +54.9% | +22.4% | +13.6% |
| 5Y | +84.1% | +60.9% | +23.2% | +14.2% |
| 10Y | +323.5% | +243.4% | +80.1% | +17.7% |
| All | +718.3% | +553.1% | +165.3% | +8.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling