+41.8%
SCHD vs ONTO
+46.1%
-4.3%
-6.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ONTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | -8.7% | +10.5% | +1.6% |
| 7D | +3.2% | -17.4% | +20.6% | +2.7% |
| 30D | +10.7% | -43.2% | +53.9% | +9.6% |
| 3M | +7.8% | -35.7% | +43.6% | +7.0% |
| 6M | +16.7% | -38.3% | +55.0% | +15.4% |
| YTD | +35.3% | +17.1% | +18.2% | +30.9% |
| 1Y | +41.8% | +43.1% | -1.4% | +37.1% |
| All | +41.8% | +46.1% | -4.3% | +37.1% |
Cumulative growth
Daily Returns
Daily percentage return beside ONTO.
Daily Out/Under-Performance
Portfolio return minus ONTO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ONTO 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 ONTO 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