-19.8%
APP vs SCHD
+14.8%
-34.6%
-62.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | SCHD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | -0.2% | -2.5% | -3.0% |
| 7D | +10.6% | +1.4% | +9.1% | +12.2% |
| 30D | +44.6% | +7.7% | +36.9% | +46.0% |
| 3M | +29.6% | +5.7% | +23.9% | +29.8% |
| 6M | -19.8% | +14.9% | -34.7% | -10.2% |
| All | -19.8% | +14.8% | -34.6% | -10.2% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling