+990.1%
VZ vs SCHW
+53,020.6%
-52,030.5%
-56.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SCHW | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -1.0% | +0.1% | -0.7% |
| 7D | +0.1% | -0.8% | +0.9% | +0.2% |
| 30D | +7.9% | +1.5% | +6.4% | +7.6% |
| 3M | +13.6% | +24.6% | -10.9% | +9.7% |
| 6M | +1.1% | +14.5% | -13.4% | -1.3% |
| YTD | +29.3% | +10.5% | +18.8% | +26.6% |
| 1Y | +21.2% | +13.4% | +7.9% | +18.1% |
| 3Y | +75.9% | +88.3% | -12.4% | +56.2% |
| 5Y | +24.1% | +62.1% | -38.0% | +10.3% |
| 10Y | +62.4% | +297.3% | -234.9% | +20.0% |
| All | +990.1% | +53,020.6% | -52,030.5% | +221.4% |
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