+1,117.7%
SCHG price history and return analytics
+423.7%
+694.0%
-34.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -0.6% | 0.0% | 0.0% |
| 7D | -0.9% | -0.1% | -0.7% | -0.7% |
| 30D | -2.3% | -0.7% | -1.6% | -1.6% |
| 3M | +4.5% | +4.0% | +0.5% | +0.3% |
| 6M | +13.6% | +12.3% | +1.3% | +0.5% |
| YTD | +7.6% | +14.0% | -6.5% | -6.3% |
| 1Y | +13.0% | +20.3% | -7.3% | -6.8% |
| 3Y | +87.0% | +75.4% | +11.5% | +5.5% |
| 5Y | +82.9% | +66.0% | +16.9% | +11.0% |
| 10Y | +453.6% | +228.2% | +225.4% | +79.6% |
| All | +1,117.7% | +423.7% | +694.0% | +163.6% |
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