+553.0%
SCHD vs BEN
+88.8%
+464.2%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -1.5% | +0.6% | -0.4% |
| 7D | -2.6% | +3.4% | -6.0% | -3.8% |
| 30D | -0.3% | +1.8% | -2.1% | -1.0% |
| 3M | +6.1% | +8.4% | -2.3% | +2.7% |
| 6M | +11.7% | +35.6% | -23.9% | -0.9% |
| YTD | +26.3% | +46.4% | -20.0% | +8.7% |
| 1Y | +28.8% | +46.3% | -17.6% | +10.4% |
| 3Y | +55.0% | +54.6% | +0.4% | +26.6% |
| 5Y | +60.0% | +39.4% | +20.6% | +31.6% |
| 10Y | +243.1% | +57.6% | +185.6% | +144.7% |
| All | +553.0% | +88.8% | +464.2% | +320.4% |
Cumulative growth
Daily Returns
Daily percentage return beside BEN.
Daily Out/Under-Performance
Portfolio return minus BEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BEN 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 BEN 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