+238.6%
SCHD vs PHM
+568.1%
-329.5%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PHM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +1.6% | -1.2% | 0.0% |
| 7D | -2.0% | -5.0% | +3.0% | -0.7% |
| 30D | -0.4% | -8.4% | +8.0% | +1.8% |
| 3M | +5.7% | -4.4% | +10.1% | +6.5% |
| 6M | +11.9% | -3.7% | +15.6% | +12.1% |
| YTD | +26.4% | +1.3% | +25.2% | +24.7% |
| 1Y | +27.6% | -14.0% | +41.6% | +31.0% |
| 3Y | +54.9% | +48.1% | +6.8% | +34.8% |
| 5Y | +60.9% | +158.8% | -97.8% | +17.2% |
| All | +238.6% | +568.1% | -329.5% | +96.1% |
Cumulative growth
Daily Returns
Daily percentage return beside PHM.
Daily Out/Under-Performance
Portfolio return minus PHM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PHM 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 10y: compounded portfolio wealth divided by compounded PHM 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…
10y analysis · Full analysis span regression · 6 months rolling