+38.2%
IWM vs SCHD
+59.4%
-21.2%
-31.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SCHD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -0.9% | -0.4% | -0.3% |
| 7D | -1.1% | -2.6% | +1.5% | +2.0% |
| 30D | -3.1% | -0.3% | -2.8% | -2.9% |
| 3M | +2.2% | +6.1% | -3.9% | -5.2% |
| 6M | +15.1% | +11.7% | +3.4% | +0.2% |
| YTD | +18.6% | +26.3% | -7.8% | -11.5% |
| 1Y | +24.0% | +28.8% | -4.8% | -9.7% |
| 3Y | +63.7% | +55.0% | +8.7% | -5.7% |
| 5Y | +38.2% | +60.0% | -21.8% | -22.3% |
| All | +38.2% | +59.4% | -21.2% | -22.3% |
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