+559.1%
SCHD price history and return analytics
+417.9%
+141.2%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -0.5% | -0.6% | -0.7% |
| 7D | -1.1% | +1.0% | -2.2% | -1.9% |
| 30D | +1.5% | -0.2% | +1.7% | +1.7% |
| 3M | +7.4% | +4.5% | +2.9% | +3.3% |
| 6M | +12.4% | +14.1% | -1.7% | +0.2% |
| YTD | +27.5% | +14.8% | +12.8% | +13.0% |
| 1Y | +30.0% | +21.2% | +8.8% | +10.0% |
| 3Y | +56.5% | +76.6% | -20.1% | -4.0% |
| 5Y | +60.7% | +66.6% | -5.9% | +2.7% |
| 10Y | +237.8% | +222.3% | +15.5% | +25.8% |
| All | +559.1% | +417.9% | +141.2% | +76.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling