+73.8%
IVV vs SCHD
+62.9%
+10.9%
-24.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SCHD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.2% | -0.1% | -0.1% |
| 7D | +3.3% | +1.4% | +1.9% | +2.0% |
| 30D | -2.7% | +7.7% | -10.3% | -9.0% |
| 3M | -1.7% | +5.7% | -7.4% | -6.6% |
| 6M | +3.2% | +14.9% | -11.8% | -9.5% |
| YTD | +12.0% | +34.2% | -22.2% | -15.5% |
| 1Y | +12.1% | +36.8% | -24.7% | -17.0% |
| 3Y | +78.6% | +73.2% | +5.4% | +1.7% |
| 5Y | +73.8% | +62.8% | +11.0% | +6.9% |
| All | +73.8% | +62.9% | +10.9% | +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 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