+559.1%
SCHD vs ASX
+2,064.7%
-1,505.5%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ASX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | +6.1% | -7.2% | -2.1% |
| 7D | -1.1% | +6.3% | -7.5% | -2.2% |
| 30D | +1.5% | +6.4% | -4.9% | +0.2% |
| 3M | +7.4% | +13.1% | -5.7% | +3.6% |
| 6M | +12.4% | +90.3% | -77.9% | -2.5% |
| YTD | +27.5% | +149.6% | -122.1% | +4.6% |
| 1Y | +30.0% | +249.2% | -219.2% | -0.6% |
| 3Y | +56.5% | +445.9% | -389.4% | +6.2% |
| 5Y | +60.7% | +477.7% | -417.1% | +4.9% |
| 10Y | +237.8% | +913.4% | -675.6% | +84.6% |
| All | +559.1% | +2,064.7% | -1,505.5% | +201.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling