+23.1%
IGV vs SCHD
+59.9%
-36.8%
-45.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SCHD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +0.4% | -0.1% | -0.1% |
| 7D | -2.9% | -2.0% | -1.0% | -1.0% |
| 30D | -1.5% | -0.4% | -1.1% | -1.2% |
| 3M | +11.7% | +5.7% | +6.0% | +5.7% |
| 6M | +18.4% | +11.9% | +6.5% | +5.5% |
| YTD | -3.9% | +26.4% | -30.4% | -25.0% |
| 1Y | -9.7% | +27.6% | -37.3% | -30.3% |
| 3Y | +38.4% | +54.9% | -16.5% | -16.3% |
| All | +23.1% | +59.9% | -36.8% | -26.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling