+63.9%
META vs SCHD
+61.0%
+2.9%
-76.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SCHD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -1.1% | +0.6% | +0.7% |
| 7D | +6.0% | -1.1% | +7.2% | +7.3% |
| 30D | +3.6% | +1.5% | +2.1% | +1.9% |
| 3M | +4.9% | +7.4% | -2.5% | -3.1% |
| 6M | -4.7% | +12.4% | -17.1% | -16.5% |
| YTD | -6.9% | +27.5% | -34.4% | -29.8% |
| 1Y | -18.2% | +30.0% | -48.2% | -39.9% |
| 3Y | +107.8% | +56.5% | +51.3% | +14.5% |
| 5Y | +63.9% | +60.7% | +3.2% | -6.0% |
| All | +63.9% | +61.0% | +2.9% | -6.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling