+237.3%
SCHD vs C
+301.2%
-63.8%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | C | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +0.5% | -0.8% | -0.5% |
| 7D | -3.1% | +0.3% | -3.4% | -3.2% |
| 30D | -0.8% | +2.0% | -2.8% | -1.6% |
| 3M | +6.2% | +4.4% | +1.8% | +4.1% |
| 6M | +11.8% | +28.3% | -16.5% | +1.2% |
| YTD | +26.0% | +20.5% | +5.5% | +16.0% |
| 1Y | +28.1% | +45.5% | -17.4% | +9.6% |
| 3Y | +54.6% | +274.0% | -219.4% | -10.4% |
| 5Y | +60.3% | +136.1% | -75.8% | +8.9% |
| All | +237.3% | +301.2% | -63.8% | +86.0% |
Cumulative growth
Daily Returns
Daily percentage return beside C.
Daily Out/Under-Performance
Portfolio return minus C return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × C 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 10y: compounded portfolio wealth divided by compounded C 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…
10y analysis · Full analysis span regression · 6 months rolling