+59.6%
SCHD vs LTH
+150.5%
-90.9%
-16.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | LTH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | 0.0% | +0.3% | +0.4% |
| 7D | -2.0% | -4.0% | +2.0% | -1.4% |
| 30D | -0.4% | -5.3% | +4.9% | +0.3% |
| 3M | +5.7% | +19.0% | -13.3% | +3.2% |
| 6M | +11.9% | +55.8% | -43.9% | +5.0% |
| YTD | +26.4% | +56.1% | -29.7% | +18.4% |
| 1Y | +27.6% | +41.3% | -13.6% | +21.0% |
| 3Y | +54.9% | +156.6% | -101.7% | +32.7% |
| All | +59.6% | +150.5% | -90.9% | +31.7% |
Cumulative growth
Daily Returns
Daily percentage return beside LTH.
Daily Out/Under-Performance
Portfolio return minus LTH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × LTH 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 LTH 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