+5,083.9%
LITE vs SCHD
+288.8%
+4,795.0%
-66.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SCHD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.0% | -0.8% | +4.8% | +4.9% |
| 7D | -1.5% | -0.3% | -1.2% | -1.3% |
| 30D | +6.7% | +3.4% | +3.2% | +2.2% |
| 3M | -6.8% | +7.6% | -14.4% | -15.5% |
| 6M | +29.4% | +12.2% | +17.3% | +11.7% |
| YTD | +139.1% | +29.0% | +110.1% | +75.9% |
| 1Y | +521.0% | +30.3% | +490.7% | +351.8% |
| 3Y | +1,535.3% | +56.1% | +1,479.1% | +893.2% |
| 5Y | +889.8% | +60.4% | +829.4% | +488.3% |
| 10Y | +2,400.7% | +241.3% | +2,159.5% | +650.2% |
| All | +5,083.9% | +288.8% | +4,795.0% | +1,397.8% |
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