+17.8%
AVGO vs SCHD
+30.7%
-12.9%
-28.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SCHD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -0.8% | +1.0% | -0.3% |
| 7D | -3.0% | -0.3% | -2.7% | -3.1% |
| 30D | -14.4% | +3.4% | -17.9% | -12.8% |
| 3M | -14.4% | +7.6% | -22.1% | -10.9% |
| 6M | +13.1% | +12.2% | +1.0% | +18.2% |
| YTD | +3.8% | +29.0% | -25.2% | +15.7% |
| 1Y | +17.8% | +30.3% | -12.5% | +31.6% |
| All | +17.8% | +30.7% | -12.9% | +31.6% |
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