+41.8%
SCHD vs LVS
-31.5%
+73.3%
-6.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LVS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | +6.5% | -4.6% | +1.3% |
| 7D | +3.2% | +13.4% | -10.2% | +2.2% |
| 30D | +10.7% | +12.2% | -1.5% | +9.6% |
| 3M | +7.8% | -10.7% | +18.6% | +8.4% |
| 6M | +16.7% | -19.8% | +36.5% | +17.9% |
| YTD | +35.3% | -35.8% | +71.0% | +38.5% |
| 1Y | +41.8% | -31.8% | +73.6% | +43.5% |
| All | +41.8% | -31.5% | +73.3% | +43.5% |
Cumulative growth
Daily Returns
Daily percentage return beside LVS.
Daily Out/Under-Performance
Portfolio return minus LVS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × LVS 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 LVS 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