+595.5%
SCHD vs APH
+3,380.2%
-2,784.7%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | APH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -0.8% | +1.3% | +0.8% |
| 7D | -0.5% | +0.4% | -0.9% | -0.9% |
| 30D | +8.3% | -8.0% | +16.3% | +10.4% |
| 3M | +5.9% | -5.0% | +10.9% | +6.3% |
| 6M | +15.3% | +29.9% | -14.6% | +1.7% |
| YTD | +34.5% | +18.0% | +16.6% | +19.5% |
| 1Y | +37.2% | +11.3% | +25.8% | +24.1% |
| 3Y | +73.6% | +274.9% | -201.3% | -13.7% |
| 5Y | +63.7% | +300.6% | -236.9% | -22.4% |
| 10Y | +258.1% | +944.2% | -686.1% | +7.8% |
| All | +595.5% | +3,380.2% | -2,784.7% | +36.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling