-55.4%
APP vs SCHD
+42.1%
-97.5%
-68.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SCHD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +10.7% | +1.9% | +8.8% | +12.0% |
| 7D | +4.5% | +3.2% | +1.3% | +6.9% |
| 30D | -3.6% | +10.7% | -14.3% | +4.3% |
| 3M | -35.3% | +7.8% | -43.1% | -31.4% |
| 6M | -42.8% | +16.7% | -59.5% | -32.5% |
| YTD | -59.7% | +35.3% | -94.9% | -36.9% |
| 1Y | -55.4% | +41.8% | -97.1% | -25.8% |
| All | -55.4% | +42.1% | -97.5% | -25.8% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling