+541.9%
SCHW price history and return analytics
+368.8%
+173.1%
-56.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.6% | +0.3% | +0.4% |
| 7D | -1.6% | -0.1% | -1.4% | -1.4% |
| 30D | -1.1% | -0.7% | -0.4% | -0.3% |
| 3M | +20.4% | +4.0% | +16.4% | +14.3% |
| 6M | +13.6% | +12.3% | +1.3% | -2.2% |
| YTD | +7.7% | +14.0% | -6.3% | -9.0% |
| 1Y | +15.2% | +20.3% | -5.1% | -8.8% |
| 3Y | +87.1% | +75.4% | +11.7% | -6.2% |
| 5Y | +57.5% | +66.0% | -8.5% | -15.4% |
| 10Y | +295.1% | +228.2% | +66.9% | -4.3% |
| All | +541.9% | +368.8% | +173.1% | +34.1% |
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