+977.6%
VRT vs SCHW
+59.3%
+918.3%
-70.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SCHW | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.6% | -0.1% | +3.7% | +3.6% |
| 7D | -8.4% | -1.9% | -6.5% | -7.5% |
| 30D | -10.9% | -1.6% | -9.2% | -10.4% |
| 3M | -13.7% | +21.3% | -35.0% | -22.8% |
| 6M | -4.1% | +16.5% | -20.6% | -13.0% |
| YTD | +58.7% | +8.4% | +50.3% | +49.0% |
| 1Y | +89.6% | +15.6% | +74.0% | +70.9% |
| 3Y | +558.1% | +86.8% | +471.3% | +347.8% |
| All | +977.6% | +59.3% | +918.3% | +731.2% |
Cumulative growth
Daily Returns
Daily percentage return beside SCHW.
Daily Out/Under-Performance
Portfolio return minus SCHW return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SCHW 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 SCHW 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