+54.9%
SCHD vs DOW
-36.3%
+91.2%
-16.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DOW | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -2.1% | +2.4% | +0.8% |
| 7D | -2.0% | -1.4% | -0.6% | -1.7% |
| 30D | -0.4% | -3.9% | +3.5% | +0.2% |
| 3M | +5.7% | -12.7% | +18.4% | +8.2% |
| 6M | +11.9% | -13.7% | +25.6% | +13.4% |
| YTD | +26.4% | +28.4% | -1.9% | +15.8% |
| 1Y | +27.6% | +21.8% | +5.9% | +17.9% |
| 3Y | +54.9% | -35.7% | +90.7% | +69.0% |
| All | +54.9% | -36.3% | +91.2% | +69.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling