+41.8%
SCHD vs ED
+27.1%
+14.6%
-6.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ED | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | +3.0% | -1.1% | +1.2% |
| 7D | +3.2% | +5.4% | -2.2% | +2.0% |
| 30D | +10.7% | +16.4% | -5.7% | +7.3% |
| 3M | +7.8% | +11.9% | -4.1% | +5.2% |
| 6M | +16.7% | +11.6% | +5.2% | +14.1% |
| YTD | +35.3% | +24.1% | +11.1% | +31.0% |
| 1Y | +41.8% | +26.9% | +14.9% | +37.3% |
| All | +41.8% | +27.1% | +14.6% | +37.3% |
Cumulative growth
Daily Returns
Daily percentage return beside ED.
Daily Out/Under-Performance
Portfolio return minus ED return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ED 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 ED 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