+243.1%
SCHD vs AMC
-99.0%
+342.1%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AMC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -3.9% | +3.0% | -0.9% |
| 7D | -2.6% | -6.8% | +4.2% | -2.5% |
| 30D | -0.3% | +1.7% | -1.9% | -0.3% |
| 3M | +6.1% | +26.8% | -20.7% | +5.4% |
| 6M | +11.7% | +117.7% | -106.0% | +9.8% |
| YTD | +26.3% | +57.7% | -31.4% | +24.7% |
| 1Y | +28.8% | -12.5% | +41.2% | +28.3% |
| 3Y | +55.0% | -65.7% | +120.8% | +55.2% |
| 5Y | +60.0% | -99.5% | +159.5% | +67.0% |
| 10Y | +243.1% | -99.0% | +342.1% | +227.0% |
| All | +243.1% | -99.0% | +342.1% | +227.0% |
Cumulative growth
Daily Returns
Daily percentage return beside AMC.
Daily Out/Under-Performance
Portfolio return minus AMC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AMC 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 AMC 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