+60.0%
SCHD vs IWD
+72.9%
-12.9%
-16.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IWD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -0.6% | -0.4% | -0.4% |
| 7D | -2.6% | -1.2% | -1.5% | -1.6% |
| 30D | -0.3% | -1.6% | +1.4% | +1.2% |
| 3M | +6.1% | +7.0% | -0.9% | -0.2% |
| 6M | +11.7% | +17.0% | -5.3% | -3.1% |
| YTD | +26.3% | +21.6% | +4.7% | +5.6% |
| 1Y | +28.8% | +28.0% | +0.8% | +2.7% |
| 3Y | +55.0% | +70.6% | -15.5% | -5.1% |
| 5Y | +60.0% | +73.3% | -13.3% | -3.6% |
| All | +60.0% | +72.9% | -12.9% | -3.6% |
Cumulative growth
Daily Returns
Daily percentage return beside IWD.
Daily Out/Under-Performance
Portfolio return minus IWD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IWD 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 IWD 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