+27.6%
SCHD vs C
+45.6%
-18.0%
-4.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | C | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +0.2% | +0.2% | +0.4% |
| 7D | -2.0% | +0.8% | -2.8% | -2.0% |
| 30D | -0.4% | +0.9% | -1.3% | -0.5% |
| 3M | +5.7% | +1.1% | +4.7% | +5.6% |
| 6M | +11.9% | +28.4% | -16.5% | +9.1% |
| YTD | +26.4% | +20.8% | +5.7% | +23.8% |
| 1Y | +27.6% | +43.4% | -15.8% | +19.8% |
| All | +27.6% | +45.6% | -18.0% | +19.8% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling