+3,406.8%
LITE vs SCHD
+301.5%
+3,105.3%
-66.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SCHD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +10.7% | +1.4% | +9.3% | +9.3% |
| 7D | -12.9% | -0.7% | -12.2% | -11.9% |
| 30D | -46.0% | +7.9% | -53.9% | -50.4% |
| 3M | -33.0% | +6.0% | -39.0% | -38.1% |
| 6M | -34.0% | +14.5% | -48.6% | -44.8% |
| YTD | +61.7% | +33.2% | +28.6% | +13.9% |
| 1Y | +148.3% | +38.1% | +110.2% | +67.8% |
| 3Y | +1,408.5% | +73.5% | +1,335.0% | +707.3% |
| 5Y | +546.2% | +62.5% | +483.7% | +275.0% |
| 10Y | +1,533.3% | +253.7% | +1,279.6% | +368.6% |
| All | +3,406.8% | +301.5% | +3,105.3% | +869.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling