+26.2%
VTV vs SCHG
+16.6%
+9.6%
-6.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SCHG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -0.9% | +0.6% | 0.0% |
| 7D | +0.5% | -0.7% | +1.2% | +0.7% |
| 30D | +1.1% | +0.2% | +0.9% | +1.0% |
| 3M | +5.9% | +2.2% | +3.6% | +5.2% |
| 6M | +11.6% | +15.0% | -3.4% | +6.3% |
| YTD | +19.8% | +9.2% | +10.6% | +15.6% |
| 1Y | +26.2% | +15.7% | +10.5% | +20.5% |
| All | +26.2% | +16.6% | +9.6% | +20.5% |
Cumulative growth
Daily Returns
Daily percentage return beside SCHG.
Daily Out/Under-Performance
Portfolio return minus SCHG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SCHG 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 1y: compounded portfolio wealth divided by compounded SCHG 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…
1y analysis · Full analysis span regression · 6 months rolling