+187.2%
VZ vs SCHD
+566.1%
-378.9%
-41.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SCHD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -0.8% | -0.1% | -0.4% |
| 7D | +0.1% | -0.3% | +0.4% | +0.3% |
| 30D | +7.9% | +3.4% | +4.4% | +5.6% |
| 3M | +13.6% | +7.6% | +6.0% | +8.6% |
| 6M | +1.1% | +12.2% | -11.1% | -5.9% |
| YTD | +29.3% | +29.0% | +0.3% | +10.2% |
| 1Y | +21.2% | +30.3% | -9.0% | +2.6% |
| 3Y | +75.9% | +56.1% | +19.7% | +31.9% |
| 5Y | +24.1% | +60.4% | -36.3% | -9.1% |
| 10Y | +62.4% | +241.3% | -178.9% | -32.2% |
| All | +187.2% | +566.1% | -378.9% | -27.7% |
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