+60.3%
SCHD vs RCAT
+177.7%
-117.3%
-16.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RCAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.6% | +0.3% | -0.3% |
| 7D | -3.1% | -5.4% | +2.3% | -3.0% |
| 30D | -0.8% | -24.2% | +23.4% | -0.3% |
| 3M | +6.2% | -25.8% | +32.0% | +6.7% |
| 6M | +11.8% | -44.9% | +56.7% | +12.6% |
| YTD | +26.0% | +1.9% | +24.1% | +24.6% |
| 1Y | +28.1% | -5.2% | +33.3% | +26.3% |
| 3Y | +54.6% | +759.6% | -705.0% | +41.1% |
| 5Y | +60.3% | +187.5% | -127.2% | +47.7% |
| All | +60.3% | +177.7% | -117.3% | +47.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling