+69.4%
SCHD vs DOCS
-21.0%
+90.5%
-16.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOCS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -2.0% | +1.3% | -0.6% |
| 7D | -1.7% | -0.8% | -0.9% | -1.7% |
| 30D | +7.7% | +17.4% | -9.7% | +6.9% |
| 3M | +5.2% | +57.4% | -52.2% | +2.7% |
| 6M | +12.9% | +26.5% | -13.7% | +11.0% |
| YTD | +31.4% | -26.6% | +58.0% | +32.5% |
| 1Y | +37.3% | -48.1% | +85.3% | +40.8% |
| 3Y | +68.3% | +52.6% | +15.7% | +59.9% |
| 5Y | +59.9% | -52.1% | +112.0% | +55.4% |
| All | +69.4% | -21.0% | +90.5% | +64.2% |
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