+254.2%
SCHD vs DOC
+15.7%
+238.4%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +0.7% | -1.4% | -0.9% |
| 7D | -1.7% | +6.5% | -8.2% | -3.7% |
| 30D | +7.7% | +9.2% | -1.4% | +4.6% |
| 3M | +5.2% | -2.5% | +7.7% | +5.9% |
| 6M | +12.9% | +7.1% | +5.8% | +10.0% |
| YTD | +31.4% | +33.0% | -1.6% | +17.8% |
| 1Y | +37.3% | +23.3% | +14.0% | +26.3% |
| 3Y | +68.3% | +44.9% | +23.4% | +44.2% |
| 5Y | +59.9% | -21.6% | +81.5% | +67.4% |
| All | +254.2% | +15.7% | +238.4% | +219.7% |
Cumulative growth
Daily Returns
Daily percentage return beside DOC.
Daily Out/Under-Performance
Portfolio return minus DOC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DOC 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 DOC 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