+259.6%
SCHD vs LDOS
+226.9%
+32.7%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | LDOS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -0.4% | +1.0% | +0.7% |
| 7D | +2.7% | -1.6% | +4.3% | +3.2% |
| 30D | +7.1% | +8.2% | -1.1% | +4.4% |
| 3M | +5.7% | -8.2% | +13.9% | +8.1% |
| 6M | +15.6% | +5.8% | +9.7% | +12.4% |
| YTD | +34.9% | -27.0% | +61.9% | +46.3% |
| 1Y | +37.4% | -31.0% | +68.3% | +51.8% |
| 3Y | +74.5% | +29.3% | +45.2% | +48.2% |
| 5Y | +63.7% | +48.7% | +14.9% | +28.7% |
| All | +259.6% | +226.9% | +32.7% | +129.5% |
Cumulative growth
Daily Returns
Daily percentage return beside LDOS.
Daily Out/Under-Performance
Portfolio return minus LDOS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × LDOS 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 LDOS 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