+56.5%
SCHD vs AVAV
+31.0%
+25.5%
-16.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AVAV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | +2.9% | -4.0% | -1.2% |
| 7D | -1.1% | +3.2% | -4.3% | -1.3% |
| 30D | +1.5% | -20.3% | +21.8% | +2.3% |
| 3M | +7.4% | -19.4% | +26.9% | +8.0% |
| 6M | +12.4% | -35.3% | +47.6% | +13.6% |
| YTD | +27.5% | -38.5% | +66.0% | +28.7% |
| 1Y | +30.0% | -37.2% | +67.2% | +30.5% |
| 3Y | +56.5% | +31.1% | +25.4% | +44.0% |
| All | +56.5% | +31.0% | +25.5% | +44.0% |
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