+92.9%
QQQ vs SCHD
+54.6%
+38.3%
-22.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SCHD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +0.4% | +0.5% | +0.6% |
| 7D | -0.6% | -2.0% | +1.4% | +0.7% |
| 30D | -1.2% | -0.4% | -0.8% | -1.0% |
| 3M | -0.2% | +5.7% | -5.9% | -4.2% |
| 6M | +17.9% | +11.9% | +6.0% | +8.4% |
| YTD | +16.6% | +26.4% | -9.8% | -2.6% |
| 1Y | +23.0% | +27.6% | -4.6% | +1.8% |
| 3Y | +92.9% | +54.9% | +38.0% | +36.6% |
| All | +92.9% | +54.6% | +38.3% | +36.6% |
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