+41.8%
SCHD vs DOW
+50.2%
-8.5%
-6.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DOW | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | -3.2% | +5.1% | +2.1% |
| 7D | +3.2% | -4.2% | +7.4% | +3.5% |
| 30D | +10.7% | +14.7% | -4.0% | +9.4% |
| 3M | +7.8% | +9.1% | -1.2% | +6.9% |
| 6M | +16.7% | -17.7% | +34.4% | +18.3% |
| YTD | +35.3% | +44.6% | -9.4% | +22.9% |
| 1Y | +41.8% | +51.9% | -10.1% | +27.2% |
| All | +41.8% | +50.2% | -8.5% | +27.2% |
Cumulative growth
Daily Returns
Daily percentage return beside DOW.
Daily Out/Under-Performance
Portfolio return minus DOW return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DOW 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 1y: compounded portfolio wealth divided by compounded DOW 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…
1y analysis · Full analysis span regression · 6 months rolling