+3,068.2%
LITE vs SCHD
+296.1%
+2,772.1%
-66.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SCHD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.7% | -0.7% | +6.4% | +6.4% |
| 7D | -35.9% | -1.7% | -34.2% | -34.7% |
| 30D | -51.5% | +7.7% | -59.2% | -55.6% |
| 3M | -35.7% | +5.2% | -40.9% | -40.2% |
| 6M | -43.0% | +12.9% | -55.8% | -51.6% |
| YTD | +46.1% | +31.4% | +14.8% | +4.3% |
| 1Y | +124.7% | +37.3% | +87.4% | +52.5% |
| 3Y | +1,172.1% | +68.3% | +1,103.7% | +603.0% |
| 5Y | +477.0% | +59.9% | +417.1% | +240.3% |
| 10Y | +1,465.7% | +260.8% | +1,204.9% | +348.2% |
| All | +3,068.2% | +296.1% | +2,772.1% | +787.7% |
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