+2,194.2%
GOOG vs SCHD
+550.6%
+1,643.7%
-44.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SCHD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -0.3% | +0.9% | +0.9% |
| 7D | -2.5% | -3.1% | +0.6% | +0.3% |
| 30D | -3.6% | -0.8% | -2.8% | -2.9% |
| 3M | -6.4% | +6.2% | -12.6% | -11.6% |
| 6M | +7.8% | +11.8% | -4.0% | -2.8% |
| YTD | +5.5% | +26.0% | -20.5% | -14.9% |
| 1Y | +38.3% | +28.1% | +10.1% | +9.5% |
| 3Y | +143.1% | +54.6% | +88.5% | +58.3% |
| 5Y | +135.0% | +60.3% | +74.7% | +49.8% |
| 10Y | +778.1% | +242.1% | +535.9% | +163.8% |
| All | +2,194.2% | +550.6% | +1,643.7% | +276.7% |
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