+32.7%
SCHR price history and return analytics
+417.2%
-384.5%
-16.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -0.6% | +0.1% | -0.6% |
| 7D | -1.5% | +2.9% | -4.4% | -1.3% |
| 30D | +0.7% | -2.5% | +3.2% | +0.6% |
| 3M | -1.4% | -3.3% | +1.9% | -1.6% |
| 6M | -1.4% | +1.5% | -2.9% | -1.3% |
| YTD | -1.8% | +11.4% | -13.2% | -1.2% |
| 1Y | -1.6% | +11.9% | -13.5% | -1.0% |
| 3Y | +11.8% | +73.9% | -62.1% | +15.6% |
| 5Y | -0.2% | +57.9% | -58.1% | +2.4% |
| 10Y | +13.0% | +222.6% | -209.6% | +24.6% |
| All | +32.7% | +417.2% | -384.5% | +55.6% |
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