+292.8%
SCHD vs RACE
+647.6%
-354.8%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RACE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -1.9% | +1.1% | -0.3% |
| 7D | -0.3% | -2.5% | +2.2% | +0.4% |
| 30D | +3.4% | +0.8% | +2.7% | +3.2% |
| 3M | +7.6% | +17.2% | -9.5% | +2.8% |
| 6M | +12.2% | +13.6% | -1.4% | +7.6% |
| YTD | +29.0% | +12.2% | +16.8% | +23.7% |
| 1Y | +30.3% | -16.3% | +46.6% | +34.7% |
| 3Y | +56.1% | +36.4% | +19.7% | +36.2% |
| 5Y | +60.4% | +95.0% | -34.5% | +22.9% |
| 10Y | +241.3% | +813.2% | -572.0% | +81.7% |
| All | +292.8% | +647.6% | -354.8% | +107.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling