+722.6%
IVV vs SCHD
+566.1%
+156.6%
-33.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SCHD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -0.8% | +0.4% | +0.4% |
| 7D | +0.1% | -0.3% | +0.4% | +0.4% |
| 30D | +0.1% | +3.4% | -3.4% | -3.2% |
| 3M | +2.0% | +7.6% | -5.6% | -5.3% |
| 6M | +13.0% | +12.2% | +0.9% | +0.8% |
| YTD | +13.6% | +29.0% | -15.4% | -11.8% |
| 1Y | +20.1% | +30.3% | -10.2% | -7.9% |
| 3Y | +77.6% | +56.1% | +21.5% | +12.9% |
| 5Y | +82.5% | +60.4% | +22.0% | +13.5% |
| 10Y | +316.5% | +241.3% | +75.3% | +16.9% |
| All | +722.6% | +566.1% | +156.6% | +7.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling