+11.7%
SCHD vs QS
-19.4%
+31.2%
-3.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | QS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -6.6% | +5.7% | -0.9% |
| 7D | -2.6% | -4.2% | +1.6% | -2.6% |
| 30D | -0.3% | -15.7% | +15.4% | -0.2% |
| 3M | +6.1% | -28.7% | +34.8% | +6.2% |
| 6M | +11.7% | -23.2% | +34.9% | +11.0% |
| All | +11.7% | -19.4% | +31.2% | +11.0% |
Cumulative growth
Daily Returns
Daily percentage return beside QS.
Daily Out/Under-Performance
Portfolio return minus QS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × QS 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 6mo: compounded portfolio wealth divided by compounded QS 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…
6mo analysis · Full analysis span regression · 6 months rolling