+27.6%
SCHD vs ALL
+29.5%
-1.9%
-4.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ALL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +0.8% | -0.4% | +0.3% |
| 7D | -2.0% | -2.3% | +0.3% | -1.7% |
| 30D | -0.4% | -0.4% | 0.0% | -0.3% |
| 3M | +5.7% | +16.0% | -10.3% | +4.1% |
| 6M | +11.9% | +24.6% | -12.7% | +9.2% |
| YTD | +26.4% | +23.7% | +2.8% | +23.2% |
| 1Y | +27.6% | +27.7% | -0.1% | +23.8% |
| All | +27.6% | +29.5% | -1.9% | +23.8% |
Cumulative growth
Daily Returns
Daily percentage return beside ALL.
Daily Out/Under-Performance
Portfolio return minus ALL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ALL 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 ALL 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