+78.8%
IVV vs SCHD
+57.0%
+21.8%
-18.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SCHD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -1.1% | +0.5% | +0.2% |
| 7D | +0.5% | -1.1% | +1.7% | +1.3% |
| 30D | -1.0% | +1.5% | -2.5% | -2.1% |
| 3M | +3.9% | +7.4% | -3.6% | -1.6% |
| 6M | +14.5% | +12.4% | +2.1% | +4.7% |
| YTD | +12.9% | +27.5% | -14.6% | -6.6% |
| 1Y | +19.4% | +30.0% | -10.6% | -2.9% |
| 3Y | +78.8% | +56.5% | +22.3% | +25.9% |
| All | +78.8% | +57.0% | +21.8% | +25.9% |
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 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