+238.6%
SCHD vs AMCR
+14.6%
+224.0%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AMCR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -1.6% | +2.0% | +0.9% |
| 7D | -2.0% | -6.3% | +4.3% | +0.3% |
| 30D | -0.4% | -7.8% | +7.4% | +2.4% |
| 3M | +5.7% | +7.5% | -1.8% | +2.7% |
| 6M | +11.9% | +2.7% | +9.2% | +9.7% |
| YTD | +26.4% | +6.0% | +20.4% | +21.9% |
| 1Y | +27.6% | +7.8% | +19.8% | +22.1% |
| 3Y | +54.9% | +5.8% | +49.2% | +46.9% |
| 5Y | +60.9% | -11.6% | +72.5% | +62.0% |
| All | +238.6% | +14.6% | +224.0% | +193.7% |
Cumulative growth
Daily Returns
Daily percentage return beside AMCR.
Daily Out/Under-Performance
Portfolio return minus AMCR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AMCR 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 AMCR 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