+237.3%
SCHD vs CB
+225.2%
+12.2%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +0.3% | -0.6% | -0.4% |
| 7D | -3.1% | -2.8% | -0.4% | -1.9% |
| 30D | -0.8% | -2.4% | +1.6% | +0.2% |
| 3M | +6.2% | +2.8% | +3.4% | +4.5% |
| 6M | +11.8% | +4.8% | +7.1% | +8.9% |
| YTD | +26.0% | +9.2% | +16.8% | +20.1% |
| 1Y | +28.1% | +22.8% | +5.3% | +15.5% |
| 3Y | +54.6% | +71.1% | -16.6% | +17.3% |
| 5Y | +60.3% | +101.0% | -40.7% | +10.8% |
| All | +237.3% | +225.2% | +12.2% | +84.6% |
Cumulative growth
Daily Returns
Daily percentage return beside CB.
Daily Out/Under-Performance
Portfolio return minus CB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CB 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 10y: compounded portfolio wealth divided by compounded CB 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…
10y analysis · Full analysis span regression · 6 months rolling