+755.6%
GOOGL vs SCHD
+244.5%
+511.1%
-44.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SCHD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | +0.4% | +1.4% | +1.4% |
| 7D | 0.0% | -2.0% | +2.0% | +1.8% |
| 30D | -1.4% | -0.4% | -1.0% | -1.0% |
| 3M | -5.3% | +5.7% | -11.0% | -10.0% |
| 6M | +9.8% | +11.9% | -2.1% | -0.7% |
| YTD | +8.4% | +26.4% | -18.1% | -12.4% |
| 1Y | +41.2% | +27.6% | +13.6% | +13.0% |
| 3Y | +149.6% | +54.9% | +94.6% | +63.6% |
| 5Y | +142.6% | +60.9% | +81.6% | +55.5% |
| All | +755.6% | +244.5% | +511.1% | +157.1% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling