-35.9%
APP vs SCHD
+30.7%
-66.6%
-59.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SCHD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | -0.8% | +3.0% | +1.5% |
| 7D | +0.9% | -0.3% | +1.2% | +0.6% |
| 30D | -23.3% | +3.4% | -26.7% | -20.7% |
| 3M | -42.6% | +7.6% | -50.3% | -37.9% |
| 6M | -33.6% | +12.2% | -45.8% | -25.2% |
| YTD | -52.4% | +29.0% | -81.4% | -36.0% |
| 1Y | -35.9% | +30.3% | -66.2% | -12.3% |
| All | -35.9% | +30.7% | -66.6% | -12.3% |
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