+54.9%
SCHD vs PHM
+49.3%
+5.6%
-16.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PHM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +1.6% | -1.2% | 0.0% |
| 7D | -2.0% | -5.0% | +3.0% | -0.9% |
| 30D | -0.4% | -8.4% | +8.0% | +1.5% |
| 3M | +5.7% | -4.4% | +10.1% | +6.4% |
| 6M | +11.9% | -3.7% | +15.6% | +12.1% |
| YTD | +26.4% | +1.3% | +25.2% | +24.8% |
| 1Y | +27.6% | -14.0% | +41.6% | +30.7% |
| 3Y | +54.9% | +48.1% | +6.8% | +34.9% |
| All | +54.9% | +49.3% | +5.6% | +34.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling