+63.6%
SCHD vs C
+111.5%
-47.9%
-16.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | C | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | 0.0% | +0.6% | +0.5% |
| 7D | +2.7% | +4.2% | -1.5% | +1.5% |
| 30D | +7.1% | +2.0% | +5.2% | +6.5% |
| 3M | +5.7% | -10.1% | +15.9% | +8.8% |
| 6M | +15.6% | +1.0% | +14.6% | +14.3% |
| YTD | +34.9% | +8.5% | +26.4% | +29.5% |
| 1Y | +37.4% | +25.7% | +11.6% | +25.3% |
| 3Y | +74.5% | +216.0% | -141.5% | +11.1% |
| All | +63.6% | +111.5% | -47.9% | +18.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling