+27.6%
SCHD vs D
+13.5%
+14.1%
-4.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | D | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -1.1% | +1.4% | +0.6% |
| 7D | -2.0% | -2.2% | +0.3% | -1.6% |
| 30D | -0.4% | -4.5% | +4.0% | +0.4% |
| 3M | +5.7% | -2.5% | +8.2% | +6.2% |
| 6M | +11.9% | +5.5% | +6.3% | +10.9% |
| YTD | +26.4% | +13.3% | +13.2% | +23.9% |
| 1Y | +27.6% | +11.8% | +15.8% | +25.4% |
| All | +27.6% | +13.5% | +14.1% | +25.4% |
Cumulative growth
Daily Returns
Daily percentage return beside D.
Daily Out/Under-Performance
Portfolio return minus D return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × D 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 D 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