-26.4%
APP vs SCHD
+37.3%
-63.7%
-68.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SCHD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.9% | +0.5% | +3.4% | +4.5% |
| 7D | +4.6% | +2.7% | +1.9% | +7.7% |
| 30D | +56.0% | +7.1% | +48.9% | +64.2% |
| 3M | +30.8% | +5.7% | +25.1% | +35.8% |
| 6M | -9.8% | +15.6% | -25.4% | +4.3% |
| YTD | -39.3% | +34.9% | -74.2% | -9.4% |
| 1Y | -26.4% | +37.4% | -63.8% | +11.4% |
| All | -26.4% | +37.3% | -63.7% | +11.4% |
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 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