+820.6%
VOO vs SCHW
+844.3%
-23.7%
-34.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SCHW | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -0.1% | +0.9% | +0.9% |
| 7D | -0.8% | -1.9% | +1.1% | -0.2% |
| 30D | -1.1% | -1.6% | +0.6% | -0.6% |
| 3M | +3.9% | +21.3% | -17.4% | -2.9% |
| 6M | +13.6% | +16.5% | -2.9% | +7.2% |
| YTD | +12.7% | +8.4% | +4.3% | +8.7% |
| 1Y | +17.6% | +15.6% | +2.0% | +10.8% |
| 3Y | +77.3% | +86.8% | -9.5% | +39.2% |
| 5Y | +84.1% | +60.5% | +23.6% | +45.9% |
| 10Y | +323.5% | +297.7% | +25.8% | +122.4% |
| All | +820.6% | +844.3% | -23.7% | +206.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling