+2,826.7%
VRT vs SCHD
+167.7%
+2,659.0%
-71.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SCHD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.7% | -1.1% | +4.8% | +4.7% |
| 7D | +13.6% | -1.1% | +14.8% | +14.8% |
| 30D | +6.8% | +1.5% | +5.3% | +4.9% |
| 3M | -3.2% | +7.4% | -10.6% | -10.6% |
| 6M | +20.3% | +12.4% | +8.0% | +6.5% |
| YTD | +79.6% | +27.5% | +52.1% | +40.7% |
| 1Y | +139.0% | +30.0% | +109.0% | +83.2% |
| 3Y | +644.6% | +56.5% | +588.1% | +374.6% |
| 5Y | +1,024.4% | +60.7% | +963.7% | +629.1% |
| All | +2,826.7% | +167.7% | +2,659.0% | +1,278.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling