+27.1%
SCHD vs ALC
-14.0%
+41.1%
-4.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ALC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -2.7% | +2.5% | +0.2% |
| 7D | -3.1% | -7.7% | +4.6% | -1.8% |
| 30D | -0.8% | -11.7% | +10.9% | +1.2% |
| 3M | +6.2% | +0.7% | +5.5% | +6.2% |
| 6M | +11.8% | -17.1% | +28.9% | +14.7% |
| YTD | +26.0% | -15.1% | +41.1% | +28.3% |
| All | +27.1% | -14.0% | +41.1% | +28.6% |
Cumulative growth
Daily Returns
Daily percentage return beside ALC.
Daily Out/Under-Performance
Portfolio return minus ALC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ALC 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 1y: compounded portfolio wealth divided by compounded ALC 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…
1y analysis · Full analysis span regression · 6 months rolling