+60.2%
SCHD vs EOG
+169.9%
-109.7%
-16.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | EOG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -0.1% | +0.5% | +0.4% |
| 7D | -2.0% | +1.5% | -3.4% | -2.3% |
| 30D | -0.4% | +2.9% | -3.4% | -1.1% |
| 3M | +5.7% | +8.7% | -3.0% | +3.6% |
| 6M | +11.9% | +12.9% | -1.0% | +8.4% |
| YTD | +26.4% | +43.8% | -17.4% | +15.9% |
| 1Y | +27.6% | +27.1% | +0.5% | +20.0% |
| 3Y | +54.9% | +25.9% | +29.0% | +44.5% |
| All | +60.2% | +169.9% | -109.7% | +28.0% |
Cumulative growth
Daily Returns
Daily percentage return beside EOG.
Daily Out/Under-Performance
Portfolio return minus EOG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EOG 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 5y: compounded portfolio wealth divided by compounded EOG 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…
5y analysis · Full analysis span regression · 6 months rolling