+238.6%
SCHD vs AEIS
+562.2%
-323.6%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AEIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +4.9% | -4.6% | -0.6% |
| 7D | -2.0% | +2.3% | -4.2% | -2.4% |
| 30D | -0.4% | -14.8% | +14.4% | +2.3% |
| 3M | +5.7% | -15.6% | +21.3% | +7.2% |
| 6M | +11.9% | -8.7% | +20.6% | +10.1% |
| YTD | +26.4% | +37.3% | -10.9% | +12.6% |
| 1Y | +27.6% | +80.3% | -52.7% | +5.7% |
| 3Y | +54.9% | +177.9% | -123.0% | +11.5% |
| 5Y | +60.9% | +235.8% | -174.9% | +7.4% |
| All | +238.6% | +562.2% | -323.6% | +70.9% |
Cumulative growth
Daily Returns
Daily percentage return beside AEIS.
Daily Out/Under-Performance
Portfolio return minus AEIS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AEIS 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 AEIS 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