+942.2%
VTI vs SCHW
+853.5%
+88.7%
-55.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SCHW | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +0.7% | -1.4% | -0.9% |
| 7D | -2.0% | -2.8% | +0.7% | -1.1% |
| 30D | -1.9% | -0.1% | -1.9% | -2.0% |
| 3M | +4.5% | +20.6% | -16.0% | -2.2% |
| 6M | +12.6% | +15.9% | -3.4% | +6.3% |
| YTD | +12.0% | +8.5% | +3.5% | +7.9% |
| 1Y | +17.3% | +17.8% | -0.5% | +9.8% |
| 3Y | +75.3% | +88.5% | -13.2% | +37.3% |
| 5Y | +74.0% | +60.6% | +13.4% | +38.2% |
| 10Y | +300.0% | +298.0% | +2.0% | +117.7% |
| All | +942.2% | +853.5% | +88.7% | +228.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling