+56.5%
SCHD vs B
+197.9%
-141.4%
-16.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | B | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -1.5% | +0.3% | -1.0% |
| 7D | -1.1% | +2.3% | -3.5% | -1.3% |
| 30D | +1.5% | +1.4% | +0.2% | +1.3% |
| 3M | +7.4% | +12.2% | -4.8% | +6.4% |
| 6M | +12.4% | -2.1% | +14.5% | +12.2% |
| YTD | +27.5% | +2.9% | +24.6% | +26.4% |
| 1Y | +30.0% | +55.3% | -25.3% | +23.4% |
| 3Y | +56.5% | +198.7% | -142.2% | +34.4% |
| All | +56.5% | +197.9% | -141.4% | +34.4% |
Cumulative growth
Daily Returns
Daily percentage return beside B.
Daily Out/Under-Performance
Portfolio return minus B return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × B 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 B 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