+60.7%
SCHD vs EXPD
+60.9%
-0.2%
-16.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | EXPD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -1.5% | +0.4% | -0.7% |
| 7D | -1.1% | -0.9% | -0.2% | -0.9% |
| 30D | +1.5% | +4.1% | -2.6% | +0.3% |
| 3M | +7.4% | +13.8% | -6.4% | +3.4% |
| 6M | +12.4% | +27.3% | -14.9% | +4.4% |
| YTD | +27.5% | +25.4% | +2.1% | +18.2% |
| 1Y | +30.0% | +54.4% | -24.4% | +12.2% |
| 3Y | +56.5% | +67.9% | -11.4% | +29.2% |
| 5Y | +60.7% | +59.2% | +1.5% | +30.3% |
| All | +60.7% | +60.9% | -0.2% | +30.3% |
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