+238.6%
SCHD vs MDT
+39.8%
+198.8%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MDT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -0.7% | +1.1% | +0.7% |
| 7D | -2.0% | -3.4% | +1.5% | -0.5% |
| 30D | -0.4% | +0.2% | -0.6% | -0.6% |
| 3M | +5.7% | +14.3% | -8.5% | -0.5% |
| 6M | +11.9% | +4.0% | +7.9% | +9.3% |
| YTD | +26.4% | -3.7% | +30.1% | +27.6% |
| 1Y | +27.6% | -0.4% | +28.0% | +26.5% |
| 3Y | +54.9% | +23.3% | +31.6% | +37.4% |
| 5Y | +60.9% | -18.9% | +79.8% | +72.0% |
| All | +238.6% | +39.8% | +198.8% | +184.6% |
Cumulative growth
Daily Returns
Daily percentage return beside MDT.
Daily Out/Under-Performance
Portfolio return minus MDT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MDT 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 MDT 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