+257.7%
SCHD vs LDOS
+228.4%
+29.3%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | LDOS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -2.1% | +1.8% | +0.4% |
| 7D | +1.4% | -3.5% | +4.9% | +2.5% |
| 30D | +7.7% | +9.5% | -1.9% | +4.5% |
| 3M | +5.7% | -6.3% | +12.0% | +7.4% |
| 6M | +14.9% | +2.8% | +12.1% | +12.8% |
| YTD | +34.2% | -26.6% | +60.9% | +45.3% |
| 1Y | +36.8% | -31.3% | +68.1% | +51.4% |
| 3Y | +73.2% | +30.9% | +42.3% | +46.4% |
| 5Y | +62.8% | +49.4% | +13.4% | +27.8% |
| All | +257.7% | +228.4% | +29.3% | +128.0% |
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