+145.2%
GOOGL vs SCHD
+54.0%
+91.2%
-29.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SCHD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -0.3% | +0.9% | +0.7% |
| 7D | -2.8% | -3.1% | +0.3% | -1.3% |
| 30D | -3.2% | -0.8% | -2.4% | -2.8% |
| 3M | -6.6% | +6.2% | -12.8% | -9.4% |
| 6M | +8.5% | +11.8% | -3.4% | +2.6% |
| YTD | +6.5% | +26.0% | -19.5% | -5.4% |
| 1Y | +39.4% | +28.1% | +11.3% | +22.6% |
| All | +145.2% | +54.0% | +91.2% | +89.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling