+238.6%
SCHD vs RGEN
+415.7%
-177.1%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RGEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +0.3% | +0.1% | +0.3% |
| 7D | -2.0% | -1.4% | -0.5% | -1.8% |
| 30D | -0.4% | -0.3% | -0.1% | -0.4% |
| 3M | +5.7% | +23.9% | -18.2% | +2.4% |
| 6M | +11.9% | +38.5% | -26.7% | +6.3% |
| YTD | +26.4% | +0.8% | +25.6% | +25.1% |
| 1Y | +27.6% | +38.2% | -10.6% | +20.5% |
| 3Y | +54.9% | +1.3% | +53.6% | +48.0% |
| 5Y | +60.9% | -44.0% | +104.9% | +61.3% |
| All | +238.6% | +415.7% | -177.1% | +131.8% |
Cumulative growth
Daily Returns
Daily percentage return beside RGEN.
Daily Out/Under-Performance
Portfolio return minus RGEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RGEN 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 10y: compounded portfolio wealth divided by compounded RGEN 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…
10y analysis · Full analysis span regression · 6 months rolling