+60.3%
SCHD vs ALHC
-31.9%
+92.2%
-16.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ALHC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -2.1% | +1.8% | -0.2% |
| 7D | -3.1% | -5.8% | +2.7% | -2.9% |
| 30D | -0.8% | -3.3% | +2.5% | -0.7% |
| 3M | +6.2% | -37.9% | +44.1% | +8.0% |
| 6M | +11.8% | -29.5% | +41.3% | +12.6% |
| YTD | +26.0% | -35.4% | +61.4% | +27.2% |
| 1Y | +28.1% | -22.4% | +50.6% | +28.2% |
| 3Y | +54.6% | +146.3% | -91.7% | +41.4% |
| 5Y | +60.3% | -32.0% | +92.3% | +51.6% |
| All | +60.3% | -31.9% | +92.2% | +51.6% |
Cumulative growth
Daily Returns
Daily percentage return beside ALHC.
Daily Out/Under-Performance
Portfolio return minus ALHC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ALHC 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 ALHC 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