+62.5%
SCHD vs DOC
-19.7%
+82.1%
-16.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DOC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | +1.8% | -0.4% | +0.8% |
| 7D | -0.7% | +5.9% | -6.5% | -2.4% |
| 30D | +7.9% | +10.3% | -2.4% | +4.7% |
| 3M | +6.0% | -2.2% | +8.2% | +6.5% |
| 6M | +14.5% | +8.2% | +6.4% | +11.5% |
| YTD | +33.2% | +35.4% | -2.2% | +19.3% |
| 1Y | +38.1% | +23.6% | +14.5% | +27.8% |
| 3Y | +73.5% | +57.3% | +16.3% | +44.4% |
| 5Y | +62.5% | -19.6% | +82.1% | +75.4% |
| All | +62.5% | -19.7% | +82.1% | +75.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling