+869.5%
SCHX price history and return analytics
+465.3%
+404.2%
-34.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -0.9% | +0.3% | +0.2% |
| 7D | -2.1% | -2.0% | -0.1% | -0.2% |
| 30D | -1.9% | -1.4% | -0.4% | -0.5% |
| 3M | +4.8% | +4.7% | 0.0% | +0.2% |
| 6M | +12.5% | +11.4% | +1.1% | +1.3% |
| YTD | +11.6% | +13.1% | -1.5% | -1.0% |
| 1Y | +16.8% | +19.0% | -2.2% | -1.3% |
| 3Y | +76.4% | +73.9% | +2.5% | +4.2% |
| 5Y | +77.6% | +65.4% | +12.2% | +10.4% |
| 10Y | +314.8% | +225.4% | +89.4% | +41.6% |
| All | +869.5% | +465.3% | +404.2% | +111.1% |
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