+152.1%
SCHD vs NET
+1,381.0%
-1,228.9%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NET | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | -2.6% | +4.4% | +2.0% |
| 7D | +3.2% | -16.4% | +19.6% | +4.2% |
| 30D | +10.7% | -25.8% | +36.5% | +12.5% |
| 3M | +7.8% | -11.5% | +19.4% | +8.2% |
| 6M | +16.7% | +18.9% | -2.2% | +14.4% |
| YTD | +35.3% | +35.2% | 0.0% | +30.7% |
| 1Y | +41.8% | +14.5% | +27.3% | +38.5% |
| 3Y | +72.5% | +313.8% | -241.3% | +51.3% |
| 5Y | +65.6% | +32.6% | +33.0% | +47.6% |
| All | +152.1% | +1,381.0% | -1,228.9% | +71.5% |
Cumulative growth
Daily Returns
Daily percentage return beside NET.
Daily Out/Under-Performance
Portfolio return minus NET return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NET 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 NET 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