+54.4%
SCHD vs CVS
+62.0%
-7.6%
-16.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | CVS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.1% | -0.2% | -0.3% |
| 7D | -3.1% | -2.0% | -1.1% | -2.9% |
| 30D | -0.8% | +1.9% | -2.7% | -1.0% |
| 3M | +6.2% | -2.2% | +8.4% | +6.4% |
| 6M | +11.8% | +26.7% | -14.9% | +8.8% |
| YTD | +26.0% | +22.9% | +3.1% | +22.6% |
| 1Y | +28.1% | +32.9% | -4.8% | +23.5% |
| All | +54.4% | +62.0% | -7.6% | +41.8% |
Cumulative growth
Daily Returns
Daily percentage return beside CVS.
Daily Out/Under-Performance
Portfolio return minus CVS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CVS 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 3y: compounded portfolio wealth divided by compounded CVS 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…
3y analysis · Full analysis span regression · 6 months rolling