+238.6%
SCHD vs AR
+41.9%
+196.8%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -1.9% | +2.3% | +0.6% |
| 7D | -2.0% | -2.5% | +0.5% | -1.7% |
| 30D | -0.4% | +2.5% | -2.9% | -0.7% |
| 3M | +5.7% | +12.3% | -6.6% | +4.4% |
| 6M | +11.9% | -3.1% | +15.0% | +11.9% |
| YTD | +26.4% | +11.5% | +14.9% | +24.5% |
| 1Y | +27.6% | +17.0% | +10.6% | +24.8% |
| 3Y | +54.9% | +47.3% | +7.6% | +46.0% |
| 5Y | +60.9% | +141.2% | -80.3% | +41.8% |
| All | +238.6% | +41.9% | +196.8% | +184.6% |
Cumulative growth
Daily Returns
Daily percentage return beside AR.
Daily Out/Under-Performance
Portfolio return minus AR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AR 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 AR 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