+60.7%
SCHD vs APH
+351.1%
-290.4%
-16.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | APH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -1.2% | +0.1% | -0.9% |
| 7D | -1.1% | +0.2% | -1.4% | -1.2% |
| 30D | +1.5% | -3.3% | +4.8% | +2.0% |
| 3M | +7.4% | +14.0% | -6.6% | +3.8% |
| 6M | +12.4% | +24.4% | -12.1% | +5.9% |
| YTD | +27.5% | +21.4% | +6.1% | +19.0% |
| 1Y | +30.0% | +48.9% | -18.9% | +13.2% |
| 3Y | +56.5% | +290.1% | -233.6% | -11.3% |
| 5Y | +60.7% | +352.8% | -292.1% | -17.7% |
| All | +60.7% | +351.1% | -290.4% | -17.7% |
Cumulative growth
Daily Returns
Daily percentage return beside APH.
Daily Out/Under-Performance
Portfolio return minus APH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × APH 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 APH 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