+60.2%
SCHD vs HRB
+114.1%
-53.9%
-16.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HRB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +0.5% | -0.2% | +0.3% |
| 7D | -2.0% | -8.0% | +6.1% | -0.9% |
| 30D | -0.4% | -16.0% | +15.6% | +1.9% |
| 3M | +5.7% | +26.9% | -21.1% | +1.8% |
| 6M | +11.9% | +51.1% | -39.2% | +4.4% |
| YTD | +26.4% | +7.1% | +19.4% | +25.0% |
| 1Y | +27.6% | -9.6% | +37.2% | +30.1% |
| 3Y | +54.9% | +25.4% | +29.5% | +45.6% |
| All | +60.2% | +114.1% | -53.9% | +38.2% |
Cumulative growth
Daily Returns
Daily percentage return beside HRB.
Daily Out/Under-Performance
Portfolio return minus HRB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HRB 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 5y: compounded portfolio wealth divided by compounded HRB 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…
5y analysis · Full analysis span regression · 6 months rolling