+1,727.9%
GLW vs SCHD
+558.6%
+1,169.3%
-51.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SCHD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.6% | -1.1% | +8.7% | +8.9% |
| 7D | +14.0% | -1.1% | +15.2% | +15.4% |
| 30D | +0.4% | +1.5% | -1.1% | -2.0% |
| 3M | -11.3% | +7.4% | -18.8% | -20.3% |
| 6M | +35.1% | +12.4% | +22.7% | +15.1% |
| YTD | +90.5% | +27.5% | +63.0% | +39.2% |
| 1Y | +132.0% | +30.0% | +102.0% | +65.2% |
| 3Y | +463.3% | +56.5% | +406.8% | +213.7% |
| 5Y | +382.5% | +60.7% | +321.8% | +160.9% |
| 10Y | +837.6% | +237.8% | +599.9% | +100.4% |
| All | +1,727.9% | +558.6% | +1,169.3% | +56.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling