+28.1%
SCHD vs LII
-32.5%
+60.7%
-4.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LII | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.8% | +0.5% | -0.2% |
| 7D | -3.1% | -3.5% | +0.4% | -2.8% |
| 30D | -0.8% | -13.5% | +12.7% | +0.5% |
| 3M | +6.2% | -26.0% | +32.2% | +8.5% |
| 6M | +11.8% | -26.8% | +38.6% | +14.3% |
| YTD | +26.0% | -22.9% | +48.8% | +27.3% |
| 1Y | +28.1% | -32.6% | +60.8% | +30.6% |
| All | +28.1% | -32.5% | +60.7% | +30.6% |
Cumulative growth
Daily Returns
Daily percentage return beside LII.
Daily Out/Under-Performance
Portfolio return minus LII return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × LII 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 1y: compounded portfolio wealth divided by compounded LII 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…
1y analysis · Full analysis span regression · 6 months rolling