+238.6%
SCHD vs HDB
+42.1%
+196.6%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HDB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +6.9% | -6.5% | -1.3% |
| 7D | -2.0% | +0.7% | -2.6% | -2.2% |
| 30D | -0.4% | +1.0% | -1.4% | -0.7% |
| 3M | +5.7% | -2.0% | +7.7% | +5.8% |
| 6M | +11.9% | -18.1% | +30.0% | +16.6% |
| YTD | +26.4% | -36.1% | +62.6% | +40.1% |
| 1Y | +27.6% | -34.0% | +61.7% | +40.1% |
| 3Y | +54.9% | -26.7% | +81.6% | +62.8% |
| 5Y | +60.9% | -33.9% | +94.8% | +71.0% |
| All | +238.6% | +42.1% | +196.6% | +193.8% |
Cumulative growth
Daily Returns
Daily percentage return beside HDB.
Daily Out/Under-Performance
Portfolio return minus HDB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HDB 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 HDB 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