+558.6%
QQQ vs SCHD
+244.5%
+314.0%
-35.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SCHD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +0.4% | +0.5% | +0.5% |
| 7D | -0.6% | -2.0% | +1.4% | +1.2% |
| 30D | -1.2% | -0.4% | -0.8% | -0.9% |
| 3M | -0.2% | +5.7% | -5.9% | -5.6% |
| 6M | +17.9% | +11.9% | +6.0% | +5.7% |
| YTD | +16.6% | +26.4% | -9.8% | -7.0% |
| 1Y | +23.0% | +27.6% | -4.6% | -3.0% |
| 3Y | +92.9% | +54.9% | +38.0% | +25.4% |
| 5Y | +95.6% | +60.9% | +34.7% | +24.4% |
| All | +558.6% | +244.5% | +314.0% | +94.7% |
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