+62.5%
SCHD vs MSFU
+70.7%
-8.2%
-16.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MSFU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -0.9% | 0.0% | -0.9% |
| 7D | -2.6% | -2.3% | -0.3% | -2.5% |
| 30D | -0.3% | -6.3% | +6.0% | +0.1% |
| 3M | +6.1% | +40.0% | -33.9% | +2.9% |
| 6M | +11.7% | +30.1% | -18.4% | +8.4% |
| YTD | +26.3% | -10.3% | +36.7% | +27.0% |
| 1Y | +28.8% | -19.0% | +47.8% | +30.7% |
| 3Y | +55.0% | +25.8% | +29.2% | +41.1% |
| All | +62.5% | +70.7% | -8.2% | +37.1% |
Cumulative growth
Daily Returns
Daily percentage return beside MSFU.
Daily Out/Under-Performance
Portfolio return minus MSFU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MSFU 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 5y: compounded portfolio wealth divided by compounded MSFU 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…
5y analysis · Full analysis span regression · 6 months rolling