+425.7%
META vs SCHD
+260.5%
+165.2%
-76.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SCHD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.1% | +1.4% | +3.8% | +3.9% |
| 7D | +5.7% | -0.7% | +6.4% | +6.4% |
| 30D | -10.8% | +7.9% | -18.7% | -16.8% |
| 3M | +8.4% | +6.0% | +2.4% | +2.6% |
| 6M | +5.4% | +14.5% | -9.2% | -7.2% |
| YTD | -2.6% | +33.2% | -35.8% | -25.8% |
| 1Y | +3.5% | +38.1% | -34.6% | -23.9% |
| 3Y | +102.0% | +73.5% | +28.5% | +17.8% |
| 5Y | +93.1% | +62.5% | +30.6% | +23.2% |
| 10Y | +425.7% | +253.7% | +171.9% | +49.4% |
| All | +425.7% | +260.5% | +165.2% | +49.4% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling