+28.1%
SCHD vs AR
+22.8%
+5.3%
-4.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +0.1% | -0.4% | -0.3% |
| 7D | -3.1% | -1.3% | -1.8% | -3.0% |
| 30D | -0.8% | +3.5% | -4.4% | -1.0% |
| 3M | +6.2% | +9.9% | -3.7% | +5.6% |
| 6M | +11.8% | +4.5% | +7.3% | +11.2% |
| YTD | +26.0% | +13.7% | +12.3% | +24.4% |
| 1Y | +28.1% | +19.2% | +8.9% | +26.3% |
| All | +28.1% | +22.8% | +5.3% | +26.3% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling