+63.6%
SCHD vs D
+13.1%
+50.5%
-16.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | D | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +0.2% | +0.3% | +0.5% |
| 7D | +2.7% | -1.4% | +4.1% | +3.1% |
| 30D | +7.1% | +7.7% | -0.6% | +4.8% |
| 3M | +5.7% | -0.3% | +6.0% | +5.7% |
| 6M | +15.6% | +10.1% | +5.5% | +12.0% |
| YTD | +34.9% | +19.1% | +15.8% | +27.4% |
| 1Y | +37.4% | +15.9% | +21.4% | +30.7% |
| 3Y | +74.5% | +75.0% | -0.5% | +44.1% |
| All | +63.6% | +13.1% | +50.5% | +60.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling