+418.8%
META vs SCHD
+236.6%
+182.2%
-76.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SCHD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.6% | -0.9% | +7.5% | +7.4% |
| 7D | +10.3% | -2.6% | +12.9% | +12.9% |
| 30D | +9.9% | -0.3% | +10.2% | +10.1% |
| 3M | +11.9% | +6.1% | +5.8% | +5.9% |
| 6M | +1.2% | +11.7% | -10.6% | -8.9% |
| YTD | -0.8% | +26.3% | -27.1% | -20.6% |
| 1Y | -14.3% | +28.8% | -43.1% | -32.8% |
| 3Y | +121.4% | +55.0% | +66.3% | +43.7% |
| 5Y | +74.5% | +60.0% | +14.4% | +13.4% |
| 10Y | +418.8% | +243.1% | +175.7% | +61.7% |
| All | +418.8% | +236.6% | +182.2% | +61.7% |
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 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