+238.6%
SCHD vs FITB
+290.8%
-52.2%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | FITB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +0.5% | -0.2% | +0.2% |
| 7D | -2.0% | -0.3% | -1.7% | -1.9% |
| 30D | -0.4% | -5.7% | +5.3% | +1.5% |
| 3M | +5.7% | +3.2% | +2.6% | +4.4% |
| 6M | +11.9% | +23.4% | -11.5% | +3.8% |
| YTD | +26.4% | +18.8% | +7.6% | +18.4% |
| 1Y | +27.6% | +25.0% | +2.6% | +17.1% |
| 3Y | +54.9% | +131.2% | -76.3% | +13.6% |
| 5Y | +60.9% | +70.7% | -9.7% | +27.0% |
| All | +238.6% | +290.8% | -52.2% | +99.8% |
Cumulative growth
Daily Returns
Daily percentage return beside FITB.
Daily Out/Under-Performance
Portfolio return minus FITB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FITB 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 10y: compounded portfolio wealth divided by compounded FITB 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…
10y analysis · Full analysis span regression · 6 months rolling