+38.0%
SCHD vs RDDT
-50.0%
+88.0%
-6.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RDDT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | -7.9% | +5.7% | -2.2% |
| 7D | -0.5% | -27.6% | +27.1% | -0.7% |
| 30D | +7.8% | -37.0% | +44.8% | +7.6% |
| 3M | +6.1% | -39.6% | +45.7% | +5.9% |
| 6M | +13.6% | -45.3% | +58.9% | +13.4% |
| YTD | +32.3% | -59.2% | +91.5% | +32.1% |
| 1Y | +38.0% | -52.2% | +90.2% | +36.5% |
| All | +38.0% | -50.0% | +88.0% | +36.5% |
Cumulative growth
Daily Returns
Daily percentage return beside RDDT.
Daily Out/Under-Performance
Portfolio return minus RDDT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RDDT 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 1y: compounded portfolio wealth divided by compounded RDDT 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…
1y analysis · Full analysis span regression · 6 months rolling