+71.7%
SCHD vs DOCS
-20.2%
+91.9%
-16.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOCS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | +1.1% | +0.3% | +1.3% |
| 7D | -0.7% | 0.0% | -0.7% | -0.7% |
| 30D | +7.9% | +7.8% | +0.1% | +7.5% |
| 3M | +6.0% | +20.0% | -14.0% | +5.0% |
| 6M | +14.5% | +26.5% | -12.0% | +12.7% |
| YTD | +33.2% | -25.8% | +58.9% | +34.2% |
| 1Y | +38.1% | -39.5% | +77.6% | +40.6% |
| 3Y | +73.5% | +60.3% | +13.2% | +64.4% |
| 5Y | +62.5% | -57.0% | +119.5% | +58.0% |
| All | +71.7% | -20.2% | +91.9% | +66.3% |
Cumulative growth
Daily Returns
Daily percentage return beside DOCS.
Daily Out/Under-Performance
Portfolio return minus DOCS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DOCS 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 DOCS 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