+59.8%
SCHD vs ONON
-22.6%
+82.4%
-16.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ONON | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +2.1% | -1.7% | +0.2% |
| 7D | -2.0% | -2.1% | +0.1% | -1.8% |
| 30D | -0.4% | -11.6% | +11.2% | +0.7% |
| 3M | +5.7% | -30.1% | +35.8% | +8.9% |
| 6M | +11.9% | -30.5% | +42.4% | +14.9% |
| YTD | +26.4% | -41.0% | +67.5% | +31.8% |
| 1Y | +27.6% | -36.7% | +64.3% | +31.7% |
| 3Y | +54.9% | -8.6% | +63.5% | +51.0% |
| All | +59.8% | -22.6% | +82.4% | +48.4% |
Cumulative growth
Daily Returns
Daily percentage return beside ONON.
Daily Out/Under-Performance
Portfolio return minus ONON return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ONON 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 ONON 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