+566.6%
SCHD vs HD
+1,181.0%
-614.4%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | +0.9% | -1.7% | -1.2% |
| 7D | -0.3% | -2.1% | +1.8% | +0.6% |
| 30D | +3.4% | -8.4% | +11.9% | +7.5% |
| 3M | +7.6% | +4.3% | +3.3% | +5.1% |
| 6M | +12.2% | -11.1% | +23.3% | +17.2% |
| YTD | +29.0% | -4.7% | +33.6% | +30.3% |
| 1Y | +30.3% | -19.8% | +50.1% | +42.1% |
| 3Y | +56.1% | +4.1% | +52.0% | +48.6% |
| 5Y | +60.4% | +10.3% | +50.1% | +44.9% |
| 10Y | +241.3% | +203.2% | +38.1% | +89.8% |
| All | +566.6% | +1,181.0% | -614.4% | +92.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling