+238.6%
SCHD vs CI
+144.2%
+94.5%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -0.1% | +0.4% | +0.4% |
| 7D | -2.0% | -0.1% | -1.9% | -1.9% |
| 30D | -0.4% | +1.8% | -2.2% | -0.9% |
| 3M | +5.7% | -4.2% | +10.0% | +6.7% |
| 6M | +11.9% | +8.8% | +3.0% | +8.6% |
| YTD | +26.4% | +3.7% | +22.7% | +24.1% |
| 1Y | +27.6% | -6.1% | +33.7% | +27.9% |
| 3Y | +54.9% | +4.5% | +50.5% | +46.2% |
| 5Y | +60.9% | +50.5% | +10.4% | +31.3% |
| All | +238.6% | +144.2% | +94.5% | +145.4% |
Cumulative growth
Daily Returns
Daily percentage return beside CI.
Daily Out/Under-Performance
Portfolio return minus CI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CI 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 CI 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