+238.6%
SCHD vs ACN
+97.5%
+141.1%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ACN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +3.4% | -3.0% | -0.8% |
| 7D | -2.0% | -1.5% | -0.4% | -1.5% |
| 30D | -0.4% | +2.1% | -2.5% | -1.4% |
| 3M | +5.7% | +11.1% | -5.4% | +0.1% |
| 6M | +11.9% | -6.8% | +18.7% | +12.3% |
| YTD | +26.4% | -30.0% | +56.5% | +41.6% |
| 1Y | +27.6% | -23.1% | +50.7% | +36.4% |
| 3Y | +54.9% | -40.4% | +95.3% | +79.6% |
| 5Y | +60.9% | -41.6% | +102.5% | +82.8% |
| All | +238.6% | +97.5% | +141.1% | +120.0% |
Cumulative growth
Daily Returns
Daily percentage return beside ACN.
Daily Out/Under-Performance
Portfolio return minus ACN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ACN 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 ACN 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