+238.6%
SCHD vs INDA
+84.7%
+153.9%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | INDA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +1.0% | -0.6% | -0.1% |
| 7D | -2.0% | -2.7% | +0.7% | -0.7% |
| 30D | -0.4% | -2.8% | +2.4% | +0.9% |
| 3M | +5.7% | +1.6% | +4.1% | +4.8% |
| 6M | +11.9% | -1.4% | +13.3% | +12.2% |
| YTD | +26.4% | -10.1% | +36.6% | +32.3% |
| 1Y | +27.6% | -8.8% | +36.4% | +32.4% |
| 3Y | +54.9% | +7.6% | +47.3% | +47.3% |
| 5Y | +60.9% | +5.8% | +55.1% | +53.4% |
| All | +238.6% | +84.7% | +153.9% | +148.2% |
Cumulative growth
Daily Returns
Daily percentage return beside INDA.
Daily Out/Under-Performance
Portfolio return minus INDA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × INDA 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 INDA 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