+1,278.0%
AAPL vs SCHD
+244.5%
+1,033.5%
-38.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SCHD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +0.4% | +1.4% | +1.4% |
| 7D | +3.8% | -2.0% | +5.8% | +5.9% |
| 30D | +9.9% | -0.4% | +10.3% | +10.4% |
| 3M | +12.5% | +5.7% | +6.8% | +6.2% |
| 6M | +27.6% | +11.9% | +15.7% | +13.7% |
| YTD | +22.6% | +26.4% | -3.9% | -3.8% |
| 1Y | +45.0% | +27.6% | +17.4% | +12.5% |
| 3Y | +87.8% | +54.9% | +32.8% | +19.0% |
| 5Y | +128.7% | +60.9% | +67.7% | +41.4% |
| All | +1,278.0% | +244.5% | +1,033.5% | +320.4% |
Cumulative growth
Daily Returns
Daily percentage return beside SCHD.
Daily Out/Under-Performance
Portfolio return minus SCHD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SCHD 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 SCHD 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