+41.8%
SCHD vs CAPR
+47.4%
-5.7%
-6.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CAPR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | +8.3% | -6.4% | +1.8% |
| 7D | +3.2% | +43.2% | -40.0% | +3.1% |
| 30D | +10.7% | +14.7% | -4.0% | +10.6% |
| 3M | +7.8% | +113.9% | -106.1% | +7.4% |
| 6M | +16.7% | -73.4% | +90.1% | +16.9% |
| YTD | +35.3% | -69.1% | +104.3% | +35.4% |
| 1Y | +41.8% | +47.2% | -5.4% | +40.0% |
| All | +41.8% | +47.4% | -5.7% | +40.0% |
Cumulative growth
Daily Returns
Daily percentage return beside CAPR.
Daily Out/Under-Performance
Portfolio return minus CAPR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CAPR 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 CAPR 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