+62.6%
SCHD vs DOCS
-73.4%
+136.0%
-16.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DOCS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -2.8% | +2.0% | -0.7% |
| 7D | -0.3% | -1.4% | +1.1% | -0.2% |
| 30D | +3.4% | +21.8% | -18.4% | +2.1% |
| 3M | +7.6% | +27.3% | -19.7% | +6.0% |
| 6M | +12.2% | -0.3% | +12.5% | +11.5% |
| YTD | +29.0% | -40.5% | +69.5% | +31.7% |
| 1Y | +30.3% | -61.5% | +91.8% | +36.2% |
| 3Y | +56.1% | +8.2% | +48.0% | +49.9% |
| All | +62.6% | -73.4% | +136.0% | +59.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling