+238.6%
SCHD vs AIG
+66.2%
+172.5%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AIG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +0.4% | 0.0% | +0.2% |
| 7D | -2.0% | -1.2% | -0.8% | -1.6% |
| 30D | -0.4% | -1.1% | +0.7% | -0.1% |
| 3M | +5.7% | +0.7% | +5.0% | +5.3% |
| 6M | +11.9% | -2.2% | +14.0% | +12.3% |
| YTD | +26.4% | -10.8% | +37.3% | +30.6% |
| 1Y | +27.6% | -2.0% | +29.6% | +27.1% |
| 3Y | +54.9% | +34.8% | +20.1% | +36.6% |
| 5Y | +60.9% | +55.0% | +5.9% | +32.4% |
| All | +238.6% | +66.2% | +172.5% | +141.3% |
Cumulative growth
Daily Returns
Daily percentage return beside AIG.
Daily Out/Under-Performance
Portfolio return minus AIG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AIG 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 AIG 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