+61.0%
SCHD vs DOC
-22.1%
+83.1%
-16.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DOC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | -0.2% | -1.9% | -2.1% |
| 7D | -0.5% | +6.2% | -6.8% | -2.3% |
| 30D | +7.8% | +6.5% | +1.4% | +5.7% |
| 3M | +6.1% | -6.2% | +12.4% | +8.0% |
| 6M | +13.6% | +25.6% | -12.0% | +4.9% |
| YTD | +32.3% | +32.1% | +0.2% | +19.5% |
| 1Y | +38.0% | +20.3% | +17.7% | +28.7% |
| 3Y | +68.8% | +42.7% | +26.0% | +45.4% |
| 5Y | +61.0% | -22.2% | +83.2% | +75.6% |
| All | +61.0% | -22.1% | +83.1% | +75.6% |
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