+259.6%
SCHD vs HD
+241.0%
+18.6%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +0.1% | +0.4% | +0.5% |
| 7D | +2.7% | +1.5% | +1.2% | +2.0% |
| 30D | +7.1% | +18.0% | -10.8% | -0.8% |
| 3M | +5.7% | +2.8% | +2.9% | +4.1% |
| 6M | +15.6% | +17.0% | -1.4% | +6.6% |
| YTD | +34.9% | +3.5% | +31.4% | +30.9% |
| 1Y | +37.4% | -2.6% | +39.9% | +36.8% |
| 3Y | +74.5% | +30.7% | +43.8% | +48.0% |
| 5Y | +63.7% | +6.2% | +57.5% | +50.3% |
| All | +259.6% | +241.0% | +18.6% | +99.4% |
Cumulative growth
Daily Returns
Daily percentage return beside HD.
Daily Out/Under-Performance
Portfolio return minus HD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HD 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 HD 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