+74.0%
SCHD vs AVAV
+1.8%
+72.3%
-16.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AVAV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +0.7% | -0.2% | +0.5% |
| 7D | -0.5% | +9.9% | -10.4% | -0.9% |
| 30D | +8.3% | -5.4% | +13.7% | +8.4% |
| 3M | +5.9% | -36.5% | +42.5% | +7.4% |
| 6M | +15.3% | -25.3% | +40.5% | +15.9% |
| YTD | +34.5% | -48.6% | +83.1% | +36.3% |
| 1Y | +37.2% | -62.1% | +99.3% | +40.7% |
| All | +74.0% | +1.8% | +72.3% | +65.5% |
Cumulative growth
Daily Returns
Daily percentage return beside AVAV.
Daily Out/Under-Performance
Portfolio return minus AVAV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AVAV 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 AVAV 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