+55.3%
SCHD vs AS
+123.4%
-68.1%
-16.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -0.8% | +1.4% | +0.6% |
| 7D | +2.7% | -4.9% | +7.6% | +3.1% |
| 30D | +7.1% | +3.9% | +3.3% | +6.8% |
| 3M | +5.7% | -9.6% | +15.3% | +6.5% |
| 6M | +15.6% | -8.7% | +24.2% | +16.2% |
| YTD | +34.9% | -19.8% | +54.8% | +36.7% |
| 1Y | +37.4% | -1.5% | +38.9% | +36.3% |
| All | +55.3% | +123.4% | -68.1% | +42.2% |
Cumulative growth
Daily Returns
Daily percentage return beside AS.
Daily Out/Under-Performance
Portfolio return minus AS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AS 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 3y: compounded portfolio wealth divided by compounded AS 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…
3y analysis · Full analysis span regression · 6 months rolling