+27.1%
SCHD vs HD
-24.4%
+51.5%
-4.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -1.5% | +1.2% | 0.0% |
| 7D | -3.1% | -3.9% | +0.8% | -2.3% |
| 30D | -0.8% | -13.1% | +12.3% | +2.0% |
| 3M | +6.2% | -3.4% | +9.6% | +6.8% |
| 6M | +11.8% | -12.6% | +24.4% | +15.0% |
| YTD | +26.0% | -9.2% | +35.2% | +28.4% |
| All | +27.1% | -24.4% | +51.5% | +31.9% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling