+779.6%
NOW vs SCHD
+244.2%
+535.4%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SCHD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -0.9% | -1.4% | -1.4% |
| 7D | -4.1% | -2.6% | -1.5% | -1.6% |
| 30D | +2.9% | -0.3% | +3.2% | +3.3% |
| 3M | +22.6% | +6.1% | +16.5% | +16.3% |
| 6M | +7.5% | +11.7% | -4.2% | -3.3% |
| YTD | -14.4% | +26.3% | -40.7% | -32.2% |
| 1Y | -29.8% | +28.8% | -58.5% | -45.5% |
| 3Y | +9.2% | +55.0% | -45.8% | -30.2% |
| 5Y | +0.8% | +60.0% | -59.2% | -35.9% |
| All | +779.6% | +244.2% | +535.4% | +118.4% |
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