+238.6%
SCHD vs NDAQ
+368.2%
-129.6%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NDAQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -0.6% | +0.9% | +0.6% |
| 7D | -2.0% | -5.6% | +3.6% | +0.3% |
| 30D | -0.4% | -4.4% | +3.9% | +1.3% |
| 3M | +5.7% | +5.9% | -0.1% | +2.8% |
| 6M | +11.9% | +7.7% | +4.1% | +7.5% |
| YTD | +26.4% | -5.2% | +31.6% | +27.3% |
| 1Y | +27.6% | -3.4% | +31.0% | +27.1% |
| 3Y | +54.9% | +85.6% | -30.7% | +12.5% |
| 5Y | +60.9% | +49.5% | +11.4% | +26.5% |
| All | +238.6% | +368.2% | -129.6% | +56.7% |
Cumulative growth
Daily Returns
Daily percentage return beside NDAQ.
Daily Out/Under-Performance
Portfolio return minus NDAQ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NDAQ 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 NDAQ 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