+13.1%
SCHR price history and return analytics
+217.6%
-204.5%
-16.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -0.5% | -0.2% | -0.7% |
| 7D | -0.2% | -0.1% | 0.0% | -0.2% |
| 30D | +1.1% | -3.1% | +4.2% | +1.1% |
| 3M | -0.9% | -3.5% | +2.6% | -1.0% |
| 6M | -1.6% | +0.5% | -2.1% | -1.6% |
| YTD | -1.5% | +10.8% | -12.3% | -1.2% |
| 1Y | -1.0% | +11.9% | -12.9% | -0.7% |
| 3Y | +12.1% | +73.0% | -60.8% | +14.0% |
| 5Y | 0.0% | +58.6% | -58.6% | +1.0% |
| 10Y | +13.1% | +219.2% | -206.1% | +18.7% |
| All | +13.1% | +217.6% | -204.5% | +18.7% |
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