+238.6%
SCHD vs ADP
+286.3%
-47.6%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-11 to 2026-09-11.
| Period | Portfolio | ADP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +1.0% | -0.6% | -0.1% |
| 7D | -2.0% | -2.8% | +0.8% | -0.7% |
| 30D | -0.4% | +0.2% | -0.6% | -0.6% |
| 3M | +5.7% | +20.5% | -14.8% | -3.5% |
| 6M | +11.9% | +28.8% | -16.9% | -1.8% |
| YTD | +26.4% | +6.6% | +19.8% | +21.1% |
| 1Y | +27.6% | -6.9% | +34.5% | +30.5% |
| 3Y | +54.9% | +16.1% | +38.8% | +40.2% |
| 5Y | +60.9% | +49.3% | +11.6% | +25.6% |
| All | +238.6% | +286.3% | -47.6% | +80.7% |
Cumulative growth
Daily Returns
Daily percentage return beside ADP.
Daily Out/Under-Performance
Portfolio return minus ADP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ADP 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 2016-09-11 to 2026-09-11: compounded portfolio wealth divided by compounded ADP 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…
2016-09-11 to 2026-09-11 analysis · Full analysis span regression · 6 months rolling