+60.3%
SCHD vs A
-16.6%
+76.9%
-16.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | A | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -1.1% | +0.8% | 0.0% |
| 7D | -3.1% | -4.6% | +1.5% | -2.0% |
| 30D | -0.8% | -4.3% | +3.4% | +0.2% |
| 3M | +6.2% | +8.9% | -2.7% | +3.6% |
| 6M | +11.8% | +24.5% | -12.7% | +4.6% |
| YTD | +26.0% | +5.8% | +20.1% | +23.1% |
| 1Y | +28.1% | +16.2% | +11.9% | +21.5% |
| 3Y | +54.6% | +28.5% | +26.1% | +38.3% |
| 5Y | +60.3% | -16.3% | +76.6% | +53.7% |
| All | +60.3% | -16.6% | +76.9% | +53.7% |
Cumulative growth
Daily Returns
Daily percentage return beside A.
Daily Out/Under-Performance
Portfolio return minus A return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × A 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 5y: compounded portfolio wealth divided by compounded A 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…
5y analysis · Full analysis span regression · 6 months rolling