+313.2%
APP vs SCHD
+63.3%
+249.8%
-91.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SCHD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.5% | +0.5% | -4.0% | -4.1% |
| 7D | +61.1% | +0.8% | +60.3% | +58.5% |
| 30D | +42.8% | +8.4% | +34.3% | +27.2% |
| 3M | +16.7% | +5.6% | +11.0% | +7.5% |
| 6M | -15.6% | +15.1% | -30.7% | -31.4% |
| YTD | -41.3% | +33.8% | -75.1% | -62.5% |
| 1Y | -39.3% | +38.5% | -77.8% | -63.5% |
| 3Y | +803.2% | +72.7% | +730.5% | +249.6% |
| 5Y | +313.2% | +63.1% | +250.1% | +93.3% |
| All | +313.2% | +63.3% | +249.8% | +93.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling