+54.9%
SCHD vs LOW
-10.2%
+65.1%
-16.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | LOW | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +0.1% | +0.3% | +0.3% |
| 7D | -2.0% | -3.7% | +1.8% | -0.8% |
| 30D | -0.4% | -8.9% | +8.5% | +2.5% |
| 3M | +5.7% | -10.4% | +16.1% | +9.1% |
| 6M | +11.9% | -19.4% | +31.3% | +19.3% |
| YTD | +26.4% | -17.1% | +43.6% | +32.9% |
| 1Y | +27.6% | -26.3% | +53.9% | +40.1% |
| 3Y | +54.9% | -9.9% | +64.8% | +54.1% |
| All | +54.9% | -10.2% | +65.1% | +54.1% |
Cumulative growth
Daily Returns
Daily percentage return beside LOW.
Daily Out/Under-Performance
Portfolio return minus LOW return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × LOW 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 LOW 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