+155.2%
SCHD vs DOW
-17.0%
+172.2%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOW | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -2.1% | +2.4% | +1.0% |
| 7D | -2.0% | -1.4% | -0.6% | -1.5% |
| 30D | -0.4% | -3.9% | +3.5% | +0.7% |
| 3M | +5.7% | -12.7% | +18.4% | +9.7% |
| 6M | +11.9% | -13.7% | +25.6% | +14.8% |
| YTD | +26.4% | +28.4% | -1.9% | +12.2% |
| 1Y | +27.6% | +21.8% | +5.9% | +14.2% |
| 3Y | +54.9% | -35.7% | +90.7% | +70.5% |
| 5Y | +60.9% | -36.8% | +97.8% | +75.3% |
| All | +155.2% | -17.0% | +172.2% | +116.6% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling