+60.3%
SCHD vs AG
+64.4%
-4.1%
-16.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -4.9% | +4.6% | 0.0% |
| 7D | -3.1% | -5.8% | +2.7% | -2.8% |
| 30D | -0.8% | +6.4% | -7.2% | -1.2% |
| 3M | +6.2% | +28.4% | -22.2% | +4.5% |
| 6M | +11.8% | -24.5% | +36.3% | +12.9% |
| YTD | +26.0% | +21.2% | +4.8% | +23.0% |
| 1Y | +28.1% | +114.1% | -86.0% | +20.0% |
| 3Y | +54.6% | +268.0% | -213.5% | +35.3% |
| 5Y | +60.3% | +67.3% | -7.0% | +46.8% |
| All | +60.3% | +64.4% | -4.1% | +46.8% |
Cumulative growth
Daily Returns
Daily percentage return beside AG.
Daily Out/Under-Performance
Portfolio return minus AG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AG 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 5y: compounded portfolio wealth divided by compounded AG 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…
5y analysis · Full analysis span regression · 6 months rolling