+2,502.5%
LITE vs SCHD
+237.4%
+2,265.1%
-66.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SCHD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.0% | -1.1% | +12.2% | +12.3% |
| 7D | +12.6% | -1.1% | +13.8% | +13.9% |
| 30D | +9.9% | +1.5% | +8.4% | +7.2% |
| 3M | +9.3% | +7.4% | +1.9% | -1.7% |
| 6M | +75.2% | +12.4% | +62.9% | +49.1% |
| YTD | +165.5% | +27.5% | +138.0% | +93.9% |
| 1Y | +555.0% | +30.0% | +525.0% | +367.6% |
| 3Y | +1,870.5% | +56.5% | +1,814.0% | +1,052.9% |
| 5Y | +1,009.8% | +60.7% | +949.2% | +533.8% |
| 10Y | +2,502.5% | +237.8% | +2,264.7% | +426.3% |
| All | +2,502.5% | +237.4% | +2,265.1% | +426.3% |
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 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