+30.3%
SCHD vs ON
+56.1%
-25.8%
-4.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ON | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | +1.0% | -1.8% | -0.8% |
| 7D | -0.3% | +2.4% | -2.7% | -0.3% |
| 30D | +3.4% | -3.3% | +6.7% | +3.5% |
| 3M | +7.6% | -43.6% | +51.2% | +9.8% |
| 6M | +12.2% | +19.0% | -6.8% | +7.8% |
| YTD | +29.0% | +37.4% | -8.4% | +22.3% |
| 1Y | +30.3% | +54.8% | -24.5% | +22.5% |
| All | +30.3% | +56.1% | -25.8% | +22.5% |
Cumulative growth
Daily Returns
Daily percentage return beside ON.
Daily Out/Under-Performance
Portfolio return minus ON return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ON 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 1y: compounded portfolio wealth divided by compounded ON 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…
1y analysis · Full analysis span regression · 6 months rolling