+1,568.0%
LITE vs SCHD
+256.2%
+1,311.8%
-66.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SCHD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.6% | -0.2% | -3.4% | -3.3% |
| 7D | +22.6% | +1.4% | +21.1% | +20.8% |
| 30D | -36.8% | +7.7% | -44.4% | -42.0% |
| 3M | -33.0% | +5.7% | -38.7% | -38.0% |
| 6M | -37.1% | +14.9% | -52.0% | -48.0% |
| YTD | +69.5% | +34.2% | +35.3% | +16.0% |
| 1Y | +146.1% | +36.8% | +109.3% | +64.8% |
| 3Y | +1,440.8% | +73.2% | +1,367.6% | +694.8% |
| 5Y | +580.4% | +62.8% | +517.6% | +280.4% |
| All | +1,568.0% | +256.2% | +1,311.8% | +212.2% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling