+2,486.9%
VRT vs SCHD
+165.4%
+2,321.4%
-71.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SCHD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.6% | +0.4% | +3.2% | +3.2% |
| 7D | -8.4% | -2.0% | -6.4% | -6.6% |
| 30D | -10.9% | -0.4% | -10.4% | -10.7% |
| 3M | -13.7% | +5.7% | -19.4% | -19.0% |
| 6M | -4.1% | +11.9% | -16.0% | -14.7% |
| YTD | +58.7% | +26.4% | +32.3% | +25.5% |
| 1Y | +89.6% | +27.6% | +62.0% | +48.1% |
| 3Y | +558.1% | +54.9% | +503.2% | +323.9% |
| 5Y | +953.0% | +60.9% | +892.0% | +584.3% |
| All | +2,486.9% | +165.4% | +2,321.4% | +1,129.6% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling