+60.2%
SCHD vs LEN
-11.2%
+71.3%
-16.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +2.2% | -1.8% | -0.1% |
| 7D | -2.0% | -4.8% | +2.8% | -0.9% |
| 30D | -0.4% | -6.6% | +6.2% | +1.1% |
| 3M | +5.7% | -15.7% | +21.4% | +9.5% |
| 6M | +11.9% | -16.6% | +28.5% | +15.7% |
| YTD | +26.4% | -21.3% | +47.8% | +32.0% |
| 1Y | +27.6% | -42.0% | +69.6% | +43.1% |
| 3Y | +54.9% | -27.9% | +82.9% | +59.7% |
| All | +60.2% | -11.2% | +71.3% | +48.5% |
Cumulative growth
Daily Returns
Daily percentage return beside LEN.
Daily Out/Under-Performance
Portfolio return minus LEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × LEN 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 LEN 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