+54.9%
SCHD vs EEM
+86.2%
-31.2%
-16.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | EEM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +1.3% | -0.9% | +0.1% |
| 7D | -2.0% | -1.3% | -0.7% | -1.7% |
| 30D | -0.4% | +2.1% | -2.5% | -1.0% |
| 3M | +5.7% | +1.0% | +4.7% | +5.1% |
| 6M | +11.9% | +15.9% | -4.0% | +5.4% |
| YTD | +26.4% | +24.6% | +1.8% | +15.0% |
| 1Y | +27.6% | +32.3% | -4.7% | +12.9% |
| 3Y | +54.9% | +85.9% | -31.0% | +12.9% |
| All | +54.9% | +86.2% | -31.2% | +12.9% |
Cumulative growth
Daily Returns
Daily percentage return beside EEM.
Daily Out/Under-Performance
Portfolio return minus EEM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EEM 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 EEM 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