+60.2%
SCHD vs AGI
+400.3%
-340.1%
-16.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AGI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +0.7% | -0.3% | +0.3% |
| 7D | -2.0% | -2.7% | +0.8% | -1.8% |
| 30D | -0.4% | +7.2% | -7.7% | -0.9% |
| 3M | +5.7% | +4.3% | +1.5% | +5.2% |
| 6M | +11.9% | -27.1% | +39.0% | +13.9% |
| YTD | +26.4% | -6.6% | +33.0% | +25.9% |
| 1Y | +27.6% | +9.5% | +18.1% | +25.0% |
| 3Y | +54.9% | +208.4% | -153.5% | +34.9% |
| All | +60.2% | +400.3% | -340.1% | +31.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling