+2.7%
META vs SCHD
+36.9%
-34.1%
-28.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SCHD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -0.2% | -0.6% | -0.8% |
| 7D | +3.1% | +1.4% | +1.6% | +3.0% |
| 30D | -18.2% | +7.7% | -25.9% | -17.9% |
| 3M | +7.8% | +5.7% | +2.1% | +8.1% |
| 6M | +3.6% | +14.9% | -11.3% | +5.2% |
| YTD | -5.3% | +34.2% | -39.5% | -3.2% |
| 1Y | +2.7% | +36.8% | -34.0% | +4.3% |
| All | +2.7% | +36.9% | -34.1% | +4.3% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling