+60.2%
SCHD vs IQV
-0.1%
+60.3%
-16.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IQV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +1.7% | -1.4% | 0.0% |
| 7D | -2.0% | -2.2% | +0.3% | -1.5% |
| 30D | -0.4% | +8.3% | -8.7% | -2.2% |
| 3M | +5.7% | +44.6% | -38.9% | -3.1% |
| 6M | +11.9% | +52.6% | -40.7% | +0.7% |
| YTD | +26.4% | +16.1% | +10.3% | +21.0% |
| 1Y | +27.6% | +37.3% | -9.7% | +16.3% |
| 3Y | +54.9% | +21.6% | +33.4% | +41.8% |
| All | +60.2% | -0.1% | +60.3% | +48.8% |
Cumulative growth
Daily Returns
Daily percentage return beside IQV.
Daily Out/Under-Performance
Portfolio return minus IQV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IQV 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 IQV 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