+553.0%
SCHD vs AAL
+136.7%
+416.3%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | +0.2% | -1.2% | -1.0% |
| 7D | -2.6% | -1.3% | -1.3% | -2.5% |
| 30D | -0.3% | -13.7% | +13.4% | +1.7% |
| 3M | +6.1% | -8.2% | +14.2% | +6.8% |
| 6M | +11.7% | +13.1% | -1.4% | +8.8% |
| YTD | +26.3% | -15.6% | +41.9% | +27.8% |
| 1Y | +28.8% | +1.4% | +27.3% | +26.3% |
| 3Y | +55.0% | -7.4% | +62.5% | +49.4% |
| 5Y | +60.0% | -35.9% | +96.0% | +58.2% |
| 10Y | +243.1% | -65.1% | +308.3% | +234.6% |
| All | +553.0% | +136.7% | +416.3% | +440.3% |
Cumulative growth
Daily Returns
Daily percentage return beside AAL.
Daily Out/Under-Performance
Portfolio return minus AAL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AAL 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 AAL 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