+54.9%
SCHD vs NVDL
+625.2%
-570.2%
-16.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | NVDL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -0.2% | +0.6% | +0.4% |
| 7D | -2.0% | -10.3% | +8.4% | -1.8% |
| 30D | -0.4% | -7.1% | +6.7% | -0.3% |
| 3M | +5.7% | +6.6% | -0.9% | +5.5% |
| 6M | +11.9% | +21.1% | -9.2% | +11.1% |
| YTD | +26.4% | +15.2% | +11.2% | +25.5% |
| 1Y | +27.6% | +18.8% | +8.8% | +26.3% |
| 3Y | +54.9% | +649.9% | -595.0% | +37.1% |
| All | +54.9% | +625.2% | -570.2% | +37.1% |
Cumulative growth
Daily Returns
Daily percentage return beside NVDL.
Daily Out/Under-Performance
Portfolio return minus NVDL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NVDL 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 3y: compounded portfolio wealth divided by compounded NVDL 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…
3y analysis · Full analysis span regression · 6 months rolling