+175.3%
LITE vs SCHD
+36.5%
+138.8%
-55.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SCHD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.6% | -0.2% | -3.4% | -3.8% |
| 7D | +22.6% | +1.4% | +21.1% | +23.9% |
| 30D | -36.8% | +7.7% | -44.4% | -30.8% |
| 3M | -33.0% | +5.7% | -38.7% | -27.8% |
| 6M | -37.1% | +14.9% | -52.0% | -32.9% |
| YTD | +69.5% | +34.2% | +35.3% | +72.4% |
| All | +175.3% | +36.5% | +138.8% | +178.8% |
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