+203.4%
RSP vs SCHD
+243.2%
-39.8%
-39.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SCHD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -0.3% | -0.4% | -0.4% |
| 7D | -3.1% | -3.1% | 0.0% | 0.0% |
| 30D | -3.4% | -0.8% | -2.6% | -2.6% |
| 3M | +3.6% | +6.2% | -2.6% | -2.7% |
| 6M | +9.0% | +11.8% | -2.8% | -3.0% |
| YTD | +12.2% | +26.0% | -13.8% | -11.8% |
| 1Y | +15.6% | +28.1% | -12.6% | -10.8% |
| 3Y | +51.6% | +54.6% | -2.9% | -4.1% |
| 5Y | +50.4% | +60.3% | -9.9% | -7.9% |
| All | +203.4% | +243.2% | -39.8% | -13.9% |
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 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