+63.7%
SCHD vs RACE
+68.9%
-5.2%
-16.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RACE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | 0.0% | +0.5% | +0.5% |
| 7D | -0.5% | -3.9% | +3.3% | +0.3% |
| 30D | +8.3% | +6.8% | +1.5% | +6.8% |
| 3M | +5.9% | +1.3% | +4.6% | +5.5% |
| 6M | +15.3% | +26.3% | -11.0% | +9.1% |
| YTD | +34.5% | +13.8% | +20.7% | +29.7% |
| 1Y | +37.2% | -0.5% | +37.6% | +36.5% |
| 3Y | +73.6% | +25.6% | +48.0% | +55.9% |
| 5Y | +63.7% | +67.6% | -3.9% | +27.6% |
| All | +63.7% | +68.9% | -5.2% | +27.6% |
Cumulative growth
Daily Returns
Daily percentage return beside RACE.
Daily Out/Under-Performance
Portfolio return minus RACE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RACE 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 RACE 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