+8.2%
NOW vs SCHD
+54.5%
-46.3%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SCHD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -0.9% | -1.4% | -1.7% |
| 7D | -4.1% | -2.6% | -1.5% | -2.2% |
| 30D | +2.9% | -0.3% | +3.2% | +3.2% |
| 3M | +22.6% | +6.1% | +16.5% | +18.3% |
| 6M | +7.5% | +11.7% | -4.2% | +0.1% |
| YTD | -14.4% | +26.3% | -40.7% | -28.0% |
| 1Y | -29.8% | +28.8% | -58.5% | -41.9% |
| All | +8.2% | +54.5% | -46.3% | -21.9% |
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