+553.0%
SCHD vs HRB
+452.6%
+100.4%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HRB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -1.6% | +0.7% | -0.6% |
| 7D | -2.6% | -10.6% | +8.0% | -0.4% |
| 30D | -0.3% | -0.8% | +0.5% | -0.6% |
| 3M | +6.1% | +19.1% | -13.0% | +1.6% |
| 6M | +11.7% | +48.7% | -37.0% | +1.1% |
| YTD | +26.3% | +7.1% | +19.2% | +22.3% |
| 1Y | +28.8% | -8.3% | +37.1% | +28.9% |
| 3Y | +55.0% | +25.8% | +29.2% | +41.8% |
| 5Y | +60.0% | +111.1% | -51.1% | +27.0% |
| 10Y | +243.1% | +206.6% | +36.6% | +133.8% |
| All | +553.0% | +452.6% | +100.4% | +242.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling