+41.8%
SCHD vs AON
+2.1%
+39.7%
-6.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AON | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | +4.4% | -2.5% | +1.3% |
| 7D | +3.2% | +9.4% | -6.3% | +2.1% |
| 30D | +10.7% | +27.0% | -16.4% | +7.7% |
| 3M | +7.8% | -3.1% | +10.9% | +7.4% |
| 6M | +16.7% | +10.0% | +6.7% | +15.7% |
| YTD | +35.3% | -1.6% | +36.9% | +35.7% |
| 1Y | +41.8% | +0.9% | +40.9% | +41.4% |
| All | +41.8% | +2.1% | +39.7% | +41.4% |
Cumulative growth
Daily Returns
Daily percentage return beside AON.
Daily Out/Under-Performance
Portfolio return minus AON return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AON 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 AON 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