+977.6%
VRT vs SCHD
+59.9%
+917.6%
-70.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SCHD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.6% | +0.4% | +3.2% | +3.1% |
| 7D | -8.4% | -2.0% | -6.4% | -5.8% |
| 30D | -10.9% | -0.4% | -10.4% | -10.7% |
| 3M | -13.7% | +5.7% | -19.4% | -21.4% |
| 6M | -4.1% | +11.9% | -16.0% | -19.6% |
| YTD | +58.7% | +26.4% | +32.3% | +11.2% |
| 1Y | +89.6% | +27.6% | +62.0% | +30.4% |
| 3Y | +558.1% | +54.9% | +503.2% | +213.0% |
| All | +977.6% | +59.9% | +917.6% | +411.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling