+695.6%
AVGO vs SCHD
+58.9%
+636.7%
-41.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SCHD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -0.3% | -0.7% | -0.7% |
| 7D | +1.0% | -3.1% | +4.1% | +4.2% |
| 30D | -13.3% | -0.8% | -12.5% | -12.8% |
| 3M | -2.9% | +6.2% | -9.1% | -9.7% |
| 6M | +5.7% | +11.8% | -6.1% | -7.3% |
| YTD | +4.6% | +26.0% | -21.3% | -20.2% |
| 1Y | -1.6% | +28.1% | -29.8% | -26.9% |
| 3Y | +336.2% | +54.6% | +281.6% | +146.6% |
| 5Y | +695.6% | +60.3% | +635.3% | +346.5% |
| All | +695.6% | +58.9% | +636.7% | +346.5% |
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