+56.5%
SCHD vs FE
+48.5%
+8.0%
-16.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | FE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -0.7% | -0.4% | -1.0% |
| 7D | -1.1% | +0.6% | -1.8% | -1.3% |
| 30D | +1.5% | -2.1% | +3.7% | +2.0% |
| 3M | +7.4% | +2.6% | +4.8% | +6.7% |
| 6M | +12.4% | -6.8% | +19.1% | +14.2% |
| YTD | +27.5% | +6.9% | +20.6% | +25.0% |
| 1Y | +30.0% | +11.6% | +18.4% | +25.8% |
| 3Y | +56.5% | +47.7% | +8.8% | +36.9% |
| All | +56.5% | +48.5% | +8.0% | +36.9% |
Cumulative growth
Daily Returns
Daily percentage return beside FE.
Daily Out/Under-Performance
Portfolio return minus FE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FE 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 FE 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