+237.8%
SCHD vs LIN
+352.0%
-114.2%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | LIN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -1.9% | +0.8% | -0.2% |
| 7D | -1.1% | -3.5% | +2.3% | +0.6% |
| 30D | +1.5% | -4.1% | +5.6% | +3.6% |
| 3M | +7.4% | -6.4% | +13.8% | +10.6% |
| 6M | +12.4% | -2.4% | +14.8% | +13.0% |
| YTD | +27.5% | +10.9% | +16.6% | +19.9% |
| 1Y | +30.0% | 0.0% | +30.0% | +28.6% |
| 3Y | +56.5% | +25.8% | +30.7% | +36.4% |
| 5Y | +60.7% | +60.8% | -0.2% | +20.5% |
| 10Y | +237.8% | +358.4% | -120.6% | +52.6% |
| All | +237.8% | +352.0% | -114.2% | +52.6% |
Cumulative growth
Daily Returns
Daily percentage return beside LIN.
Daily Out/Under-Performance
Portfolio return minus LIN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × LIN 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 LIN 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