+108.3%
META vs SCHD
+59.1%
+49.3%
-34.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SCHD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -0.8% | +1.8% | +1.5% |
| 7D | +6.7% | -0.3% | +7.0% | +6.9% |
| 30D | +4.8% | +3.4% | +1.3% | +2.7% |
| 3M | -1.6% | +7.6% | -9.3% | -5.7% |
| 6M | -7.5% | +12.2% | -19.6% | -13.6% |
| YTD | -6.4% | +29.0% | -35.4% | -20.6% |
| 1Y | -17.3% | +30.3% | -47.6% | -30.5% |
| All | +108.3% | +59.1% | +49.3% | +57.2% |
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