+294.9%
SCHW price history and return analytics
+229.8%
+65.1%
-51.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +0.9% | -1.0% | -1.1% |
| 7D | -1.9% | -1.1% | -0.8% | -0.7% |
| 30D | -1.6% | -1.0% | -0.6% | -0.6% |
| 3M | +21.3% | +3.2% | +18.1% | +16.6% |
| 6M | +16.5% | +12.5% | +4.0% | +0.6% |
| YTD | +8.4% | +14.1% | -5.7% | -7.9% |
| 1Y | +15.6% | +18.9% | -3.3% | -6.5% |
| 3Y | +86.8% | +74.1% | +12.8% | -4.4% |
| 5Y | +60.5% | +66.9% | -6.4% | -12.7% |
| All | +294.9% | +229.8% | +65.1% | -6.9% |
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