+20.1%
IVV vs SCHD
+30.7%
-10.6%
-8.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SCHD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -0.8% | +0.4% | -0.2% |
| 7D | +0.1% | -0.3% | +0.4% | +0.2% |
| 30D | +0.1% | +3.4% | -3.4% | -1.1% |
| 3M | +2.0% | +7.6% | -5.6% | -0.5% |
| 6M | +13.0% | +12.2% | +0.9% | +8.0% |
| YTD | +13.6% | +29.0% | -15.4% | +3.0% |
| 1Y | +20.1% | +30.3% | -10.2% | +7.8% |
| All | +20.1% | +30.7% | -10.6% | +7.8% |
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 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