+512.2%
RSP vs SCHD
+552.5%
-40.3%
-39.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SCHD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -0.9% | 0.0% | 0.0% |
| 7D | -1.8% | -2.6% | +0.8% | +1.0% |
| 30D | -2.5% | -0.3% | -2.2% | -2.3% |
| 3M | +3.0% | +6.1% | -3.1% | -3.3% |
| 6M | +8.9% | +11.7% | -2.8% | -3.3% |
| YTD | +13.0% | +26.3% | -13.4% | -12.0% |
| 1Y | +16.2% | +28.8% | -12.5% | -11.3% |
| 3Y | +52.7% | +55.0% | -2.3% | -4.7% |
| 5Y | +50.5% | +60.0% | -9.6% | -8.8% |
| 10Y | +209.8% | +243.1% | -33.3% | -18.6% |
| All | +512.2% | +552.5% | -40.3% | -27.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling