+155.0%
SCHD vs DOW
-15.9%
+170.9%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DOW | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -0.6% | -0.4% | -0.8% |
| 7D | -2.6% | -6.0% | +3.4% | -0.8% |
| 30D | -0.3% | -2.7% | +2.5% | +0.4% |
| 3M | +6.1% | -10.5% | +16.6% | +9.2% |
| 6M | +11.7% | -12.4% | +24.1% | +14.1% |
| YTD | +26.3% | +30.0% | -3.7% | +11.6% |
| 1Y | +28.8% | +27.8% | +0.9% | +13.2% |
| 3Y | +55.0% | -34.9% | +90.0% | +70.0% |
| 5Y | +60.0% | -35.9% | +95.9% | +73.5% |
| All | +155.0% | -15.9% | +170.9% | +115.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling