+60.8%
SCHD vs APD
+25.1%
+35.7%
-16.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | APD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -0.8% | -0.1% | -0.7% |
| 7D | -2.6% | -4.6% | +2.0% | -1.3% |
| 30D | -0.3% | -4.2% | +3.9% | +0.9% |
| 3M | +6.1% | +5.0% | +1.1% | +4.4% |
| 6M | +11.7% | +8.9% | +2.8% | +8.5% |
| YTD | +26.3% | +21.9% | +4.4% | +18.3% |
| 1Y | +28.8% | +5.6% | +23.2% | +25.6% |
| 3Y | +55.0% | +6.9% | +48.2% | +48.8% |
| All | +60.8% | +25.1% | +35.7% | +36.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling