+555.0%
LITE vs SCHD
+29.2%
+525.8%
-42.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SCHD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.0% | -1.1% | +12.2% | +10.5% |
| 7D | +12.6% | -1.1% | +13.8% | +12.0% |
| 30D | +9.9% | +1.5% | +8.4% | +10.0% |
| 3M | +9.3% | +7.4% | +1.9% | +7.8% |
| 6M | +75.2% | +12.4% | +62.9% | +66.3% |
| YTD | +165.5% | +27.5% | +138.0% | +136.6% |
| 1Y | +555.0% | +30.0% | +525.0% | +463.2% |
| All | +555.0% | +29.2% | +525.8% | +463.2% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling