+65.2%
SCHD vs KVUE
-20.4%
+85.7%
-16.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | KVUE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -0.1% | +0.4% | +0.4% |
| 7D | -2.0% | -5.1% | +3.2% | -1.2% |
| 30D | -0.4% | -6.3% | +5.9% | +0.5% |
| 3M | +5.7% | -0.5% | +6.2% | +5.8% |
| 6M | +11.9% | +3.1% | +8.8% | +11.4% |
| YTD | +26.4% | +6.7% | +19.8% | +25.3% |
| 1Y | +27.6% | -1.1% | +28.7% | +27.9% |
| 3Y | +54.9% | -8.7% | +63.7% | +55.7% |
| All | +65.2% | -20.4% | +85.7% | +68.9% |
Cumulative growth
Daily Returns
Daily percentage return beside KVUE.
Daily Out/Under-Performance
Portfolio return minus KVUE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × KVUE 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 KVUE 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