+54.9%
SCHD vs AGI
+206.1%
-151.2%
-16.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AGI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +0.7% | -0.3% | +0.4% |
| 7D | -2.0% | -2.7% | +0.8% | -1.8% |
| 30D | -0.4% | +7.2% | -7.7% | -0.7% |
| 3M | +5.7% | +4.3% | +1.5% | +5.4% |
| 6M | +11.9% | -27.1% | +39.0% | +13.2% |
| YTD | +26.4% | -6.6% | +33.0% | +26.1% |
| 1Y | +27.6% | +9.5% | +18.1% | +26.0% |
| 3Y | +54.9% | +208.4% | -153.5% | +37.2% |
| All | +54.9% | +206.1% | -151.2% | +37.2% |
Cumulative growth
Daily Returns
Daily percentage return beside AGI.
Daily Out/Under-Performance
Portfolio return minus AGI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AGI 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 3y: compounded portfolio wealth divided by compounded AGI 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…
3y analysis · Full analysis span regression · 6 months rolling