+901.5%
LITE vs SCHD
+60.7%
+840.8%
-66.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SCHD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.0% | -0.8% | +4.8% | +4.9% |
| 7D | -1.5% | -0.3% | -1.2% | -1.2% |
| 30D | +6.7% | +3.4% | +3.2% | +1.7% |
| 3M | -6.8% | +7.6% | -14.4% | -16.6% |
| 6M | +29.4% | +12.2% | +17.3% | +9.4% |
| YTD | +139.1% | +29.0% | +110.1% | +67.3% |
| 1Y | +521.0% | +30.3% | +490.7% | +328.5% |
| 3Y | +1,535.3% | +56.1% | +1,479.1% | +797.8% |
| All | +901.5% | +60.7% | +840.8% | +434.1% |
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