+56.5%
SCHD vs LII
+2.8%
+53.7%
-16.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | LII | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -1.4% | +0.2% | -0.9% |
| 7D | -1.1% | +2.1% | -3.3% | -1.5% |
| 30D | +1.5% | -12.4% | +13.9% | +3.8% |
| 3M | +7.4% | -24.8% | +32.2% | +11.7% |
| 6M | +12.4% | -25.2% | +37.5% | +16.6% |
| YTD | +27.5% | -20.3% | +47.8% | +30.1% |
| 1Y | +30.0% | -32.9% | +63.0% | +37.5% |
| 3Y | +56.5% | +2.0% | +54.5% | +49.9% |
| All | +56.5% | +2.8% | +53.7% | +49.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling