+38.5%
SCHD vs DOC
+22.2%
+16.3%
-6.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DOC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -1.0% | +1.5% | +0.6% |
| 7D | +0.8% | +4.3% | -3.6% | +0.3% |
| 30D | +8.4% | +9.2% | -0.7% | +7.5% |
| 3M | +5.6% | -0.8% | +6.5% | +5.5% |
| 6M | +15.1% | +7.1% | +8.0% | +14.6% |
| YTD | +33.8% | +34.0% | -0.1% | +30.0% |
| 1Y | +38.5% | +23.2% | +15.3% | +37.1% |
| All | +38.5% | +22.2% | +16.3% | +37.1% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling