+916.4%
VRT vs SCHD
+58.9%
+857.4%
-70.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SCHD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.6% | -0.3% | -5.3% | -5.2% |
| 7D | -7.7% | -3.1% | -4.6% | -3.7% |
| 30D | -12.0% | -0.8% | -11.1% | -11.3% |
| 3M | -11.7% | +6.2% | -17.9% | -20.1% |
| 6M | -8.1% | +11.8% | -19.9% | -22.9% |
| YTD | +53.2% | +26.0% | +27.3% | +8.0% |
| 1Y | +81.7% | +28.1% | +53.5% | +24.0% |
| 3Y | +535.3% | +54.6% | +480.7% | +203.1% |
| 5Y | +916.4% | +60.3% | +856.1% | +384.4% |
| All | +916.4% | +58.9% | +857.4% | +384.4% |
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