+54.9%
SCHD vs GPC
-2.2%
+57.2%
-16.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | GPC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -0.4% | +0.7% | +0.5% |
| 7D | -2.0% | -3.2% | +1.2% | -1.2% |
| 30D | -0.4% | +0.5% | -0.9% | -0.6% |
| 3M | +5.7% | +31.7% | -26.0% | -1.1% |
| 6M | +11.9% | +24.7% | -12.8% | +5.8% |
| YTD | +26.4% | +11.8% | +14.7% | +21.8% |
| 1Y | +27.6% | -3.0% | +30.6% | +27.4% |
| 3Y | +54.9% | -1.1% | +56.1% | +47.8% |
| All | +54.9% | -2.2% | +57.2% | +47.8% |
Cumulative growth
Daily Returns
Daily percentage return beside GPC.
Daily Out/Under-Performance
Portfolio return minus GPC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GPC 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 GPC 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