+238.6%
SCHD vs ASX
+964.2%
-725.5%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ASX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -1.0% | +1.4% | +0.6% |
| 7D | -2.0% | +5.2% | -7.2% | -2.9% |
| 30D | -0.4% | +0.5% | -0.9% | -0.7% |
| 3M | +5.7% | +8.3% | -2.6% | +2.6% |
| 6M | +11.9% | +82.0% | -70.2% | -3.1% |
| YTD | +26.4% | +147.6% | -121.2% | +2.3% |
| 1Y | +27.6% | +258.8% | -231.2% | -5.2% |
| 3Y | +54.9% | +452.1% | -397.1% | +0.8% |
| 5Y | +60.9% | +441.7% | -380.8% | +2.0% |
| All | +238.6% | +964.2% | -725.5% | +67.5% |
Cumulative growth
Daily Returns
Daily percentage return beside ASX.
Daily Out/Under-Performance
Portfolio return minus ASX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ASX 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 ASX 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