+60.0%
SCHD vs ASX
+490.0%
-430.0%
-16.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ASX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | +3.5% | -4.5% | -1.3% |
| 7D | -2.6% | +11.1% | -13.7% | -3.9% |
| 30D | -0.3% | +9.6% | -9.9% | -1.5% |
| 3M | +6.1% | +18.6% | -12.5% | +2.5% |
| 6M | +11.7% | +92.1% | -80.4% | -0.8% |
| YTD | +26.3% | +158.5% | -132.1% | +6.4% |
| 1Y | +28.8% | +271.9% | -243.1% | +1.2% |
| 3Y | +55.0% | +465.2% | -410.2% | +7.9% |
| 5Y | +60.0% | +479.4% | -419.4% | +4.8% |
| All | +60.0% | +490.0% | -430.0% | +4.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling