+18.6%
IVV vs SCHD
+28.9%
-10.3%
-8.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SCHD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -0.9% | +0.5% | -0.1% |
| 7D | -0.4% | -2.6% | +2.3% | +0.5% |
| 30D | -1.4% | -0.3% | -1.1% | -1.3% |
| 3M | +3.7% | +6.1% | -2.4% | +1.5% |
| 6M | +13.0% | +11.7% | +1.3% | +8.1% |
| YTD | +12.4% | +26.3% | -13.9% | +2.5% |
| 1Y | +18.6% | +28.8% | -10.1% | +6.9% |
| All | +18.6% | +28.9% | -10.3% | +6.9% |
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