+60.0%
SCHD vs C
+133.6%
-73.6%
-16.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | C | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | +0.8% | -1.7% | -1.2% |
| 7D | -2.6% | +2.6% | -5.2% | -3.4% |
| 30D | -0.3% | +1.9% | -2.2% | -0.9% |
| 3M | +6.1% | +2.8% | +3.3% | +4.8% |
| 6M | +11.7% | +30.6% | -18.8% | +2.1% |
| YTD | +26.3% | +19.9% | +6.5% | +18.0% |
| 1Y | +28.8% | +44.6% | -15.8% | +12.6% |
| 3Y | +55.0% | +272.1% | -217.1% | -6.2% |
| 5Y | +60.0% | +132.0% | -71.9% | +12.8% |
| All | +60.0% | +133.6% | -73.6% | +12.8% |
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 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