+238.6%
SCHD vs RCAT
-98.5%
+337.2%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-11 to 2026-09-11.
| Period | Portfolio | RCAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -1.5% | +1.9% | +0.4% |
| 7D | -2.0% | -4.9% | +2.9% | -1.9% |
| 30D | -0.4% | -22.9% | +22.5% | -0.3% |
| 3M | +5.7% | -33.7% | +39.4% | +5.9% |
| 6M | +11.9% | -50.7% | +62.6% | +12.1% |
| YTD | +26.4% | +0.4% | +26.1% | +26.2% |
| 1Y | +27.6% | -27.6% | +55.2% | +27.5% |
| 3Y | +54.9% | +753.2% | -698.2% | +52.9% |
| 5Y | +60.9% | +183.3% | -122.3% | +59.0% |
| All | +238.6% | -98.5% | +337.2% | +228.1% |
Cumulative growth
Daily Returns
Daily percentage return beside RCAT.
Daily Out/Under-Performance
Portfolio return minus RCAT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RCAT 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 2016-09-11 to 2026-09-11: compounded portfolio wealth divided by compounded RCAT 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…
2016-09-11 to 2026-09-11 analysis · Full analysis span regression · 6 months rolling