+167.9%
VZ vs SCHD
+587.8%
-419.9%
-41.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SCHD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +1.4% | -0.6% | -0.1% |
| 7D | +2.2% | -0.7% | +2.9% | +2.7% |
| 30D | +10.6% | +7.9% | +2.7% | +5.3% |
| 3M | -0.6% | +6.0% | -6.6% | -4.2% |
| 6M | +0.7% | +14.5% | -13.8% | -7.5% |
| YTD | +20.6% | +33.2% | -12.6% | +0.7% |
| 1Y | +22.7% | +38.1% | -15.4% | +0.1% |
| 3Y | +57.2% | +73.5% | -16.3% | +10.2% |
| 5Y | +21.4% | +62.5% | -41.1% | -11.8% |
| 10Y | +65.5% | +253.7% | -188.2% | -32.5% |
| All | +167.9% | +587.8% | -419.9% | -33.9% |
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