+41.8%
SCHD vs P
+19.7%
+22.0%
-6.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | P | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | -5.0% | +6.9% | +1.7% |
| 7D | +3.2% | -19.4% | +22.5% | +2.8% |
| 30D | +10.7% | -22.3% | +33.0% | +10.2% |
| 3M | +7.8% | +33.2% | -25.4% | +8.1% |
| 6M | +16.7% | +53.6% | -36.9% | +17.3% |
| YTD | +35.3% | +66.8% | -31.5% | +36.2% |
| 1Y | +41.8% | +17.5% | +24.2% | +41.3% |
| All | +41.8% | +19.7% | +22.0% | +41.3% |
Cumulative growth
Daily Returns
Daily percentage return beside P.
Daily Out/Under-Performance
Portfolio return minus P return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × P 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 P 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