+46.2%
GOOGL vs SCHD
+30.7%
+15.5%
-21.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SCHD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -0.8% | -0.3% | -0.9% |
| 7D | -2.3% | -0.3% | -2.0% | -2.2% |
| 30D | -6.6% | +3.4% | -10.0% | -7.3% |
| 3M | -8.9% | +7.6% | -16.6% | -10.3% |
| 6M | +11.9% | +12.2% | -0.3% | +8.7% |
| YTD | +8.3% | +29.0% | -20.6% | +3.9% |
| 1Y | +46.2% | +30.3% | +15.9% | +38.5% |
| All | +46.2% | +30.7% | +15.5% | +38.5% |
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 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