+63.7%
SCHD vs EXPD
+62.8%
+0.9%
-16.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | EXPD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +2.9% | -2.3% | -0.3% |
| 7D | -0.5% | -1.6% | +1.0% | -0.1% |
| 30D | +8.3% | +0.6% | +7.7% | +8.0% |
| 3M | +5.9% | +9.8% | -3.9% | +3.0% |
| 6M | +15.3% | +25.8% | -10.5% | +7.5% |
| YTD | +34.5% | +31.3% | +3.3% | +22.7% |
| 1Y | +37.2% | +40.9% | -3.8% | +22.1% |
| 3Y | +73.6% | +74.7% | -1.1% | +40.7% |
| 5Y | +63.7% | +62.9% | +0.8% | +31.2% |
| All | +63.7% | +62.8% | +0.9% | +31.2% |
Cumulative growth
Daily Returns
Daily percentage return beside EXPD.
Daily Out/Under-Performance
Portfolio return minus EXPD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EXPD 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 EXPD 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