+152.9%
SCHD vs ACI
+21.2%
+131.7%
-16.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ACI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +3.2% | -2.9% | 0.0% |
| 7D | -2.0% | -3.7% | +1.8% | -1.6% |
| 30D | -0.4% | +0.6% | -1.0% | -0.5% |
| 3M | +5.7% | -20.3% | +26.0% | +7.8% |
| 6M | +11.9% | -24.7% | +36.5% | +14.6% |
| YTD | +26.4% | -27.2% | +53.7% | +29.9% |
| 1Y | +27.6% | -32.7% | +60.3% | +32.0% |
| 3Y | +54.9% | -43.9% | +98.8% | +62.8% |
| 5Y | +60.9% | -38.9% | +99.8% | +66.5% |
| All | +152.9% | +21.2% | +131.7% | +155.1% |
Cumulative growth
Daily Returns
Daily percentage return beside ACI.
Daily Out/Under-Performance
Portfolio return minus ACI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ACI 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 ACI 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