+13.8%
VRT vs SCHD
+42.1%
-28.3%
-48.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SCHD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -12.9% | +1.9% | -14.7% | -12.0% |
| 7D | -15.4% | +3.2% | -18.6% | -14.3% |
| 30D | -19.0% | +10.7% | -29.6% | -17.6% |
| 3M | -23.8% | +7.8% | -31.7% | -22.9% |
| 6M | -37.9% | +16.7% | -54.6% | -39.6% |
| YTD | +27.0% | +35.3% | -8.3% | +19.4% |
| 1Y | +13.8% | +41.8% | -28.0% | +6.8% |
| All | +13.8% | +42.1% | -28.3% | +6.8% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling