+95.1%
META vs SCHD
+67.6%
+27.5%
-34.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SCHD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -0.7% | +1.5% | +1.2% |
| 7D | -0.8% | -1.7% | +0.9% | +0.1% |
| 30D | -15.4% | +7.7% | -23.1% | -18.8% |
| 3M | +3.5% | +5.2% | -1.7% | +0.6% |
| 6M | -0.3% | +12.9% | -13.1% | -6.8% |
| YTD | -7.3% | +31.4% | -38.7% | -21.8% |
| 1Y | -1.1% | +37.3% | -38.4% | -19.2% |
| 3Y | +95.1% | +68.3% | +26.7% | +43.8% |
| All | +95.1% | +67.6% | +27.5% | +43.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling