+57.0%
SCHD vs CART
+14.3%
+42.7%
-16.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CART | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -6.0% | +4.9% | -0.8% |
| 7D | -1.1% | -4.1% | +2.9% | -0.9% |
| 30D | +1.5% | -4.3% | +5.8% | +1.7% |
| 3M | +7.4% | +13.1% | -5.7% | +6.6% |
| 6M | +12.4% | +26.0% | -13.7% | +10.6% |
| YTD | +27.5% | +6.7% | +20.8% | +26.7% |
| 1Y | +30.0% | +6.3% | +23.7% | +29.0% |
| All | +57.0% | +14.3% | +42.7% | +47.5% |
Cumulative growth
Daily Returns
Daily percentage return beside CART.
Daily Out/Under-Performance
Portfolio return minus CART return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CART 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 CART 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