+60.2%
SCHD vs QID
-80.8%
+140.9%
-16.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | QID | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -1.8% | +2.2% | +0.1% |
| 7D | -2.0% | +1.3% | -3.2% | -1.7% |
| 30D | -0.4% | +2.9% | -3.4% | +0.2% |
| 3M | +5.7% | -0.7% | +6.4% | +5.9% |
| 6M | +11.9% | -29.7% | +41.6% | +5.1% |
| YTD | +26.4% | -27.9% | +54.3% | +19.6% |
| 1Y | +27.6% | -34.6% | +62.2% | +18.6% |
| 3Y | +54.9% | -73.5% | +128.5% | +22.8% |
| All | +60.2% | -80.8% | +140.9% | +22.9% |
Cumulative growth
Daily Returns
Daily percentage return beside QID.
Daily Out/Under-Performance
Portfolio return minus QID return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × QID 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 QID 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