+237.3%
SCHD vs APD
+168.7%
+68.7%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | APD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.5% | +0.2% | -0.1% |
| 7D | -3.1% | -3.5% | +0.4% | -1.7% |
| 30D | -0.8% | -5.1% | +4.2% | +1.3% |
| 3M | +6.2% | +6.9% | -0.7% | +2.9% |
| 6M | +11.8% | +8.1% | +3.7% | +7.5% |
| YTD | +26.0% | +21.2% | +4.7% | +15.0% |
| 1Y | +28.1% | +4.9% | +23.3% | +23.7% |
| 3Y | +54.6% | +6.3% | +48.3% | +44.3% |
| 5Y | +60.3% | +24.3% | +36.1% | +34.8% |
| All | +237.3% | +168.7% | +68.7% | +89.4% |
Cumulative growth
Daily Returns
Daily percentage return beside APD.
Daily Out/Under-Performance
Portfolio return minus APD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × APD 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 APD 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