+155.7%
SCHA price history and return analytics
+221.8%
-66.0%
-42.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -0.3% | +0.2% | +0.3% |
| 7D | +1.8% | +2.4% | -0.5% | -1.0% |
| 30D | +3.0% | -1.5% | +4.5% | +4.9% |
| 3M | -6.5% | -4.1% | -2.4% | -1.7% |
| 6M | +0.2% | +0.6% | -0.4% | -0.5% |
| YTD | +16.5% | +11.0% | +5.5% | +2.8% |
| 1Y | +21.6% | +13.3% | +8.2% | +4.7% |
| 3Y | +72.2% | +73.4% | -1.1% | -9.8% |
| 5Y | +29.5% | +57.4% | -28.0% | -23.4% |
| All | +155.7% | +221.8% | -66.0% | -33.2% |
Cumulative growth
Daily Returns
Daily percentage return beside VT.
Daily Out/Under-Performance
Portfolio return minus VT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VT 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 10y: compounded portfolio wealth divided by compounded VT 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…
10y analysis · Full analysis span regression · 6 months rolling