+238.6%
SCHD vs RMD
+274.3%
-35.7%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -0.6% | +1.0% | +0.5% |
| 7D | -2.0% | -4.4% | +2.5% | -0.9% |
| 30D | -0.4% | -3.1% | +2.7% | +0.3% |
| 3M | +5.7% | +13.8% | -8.1% | +2.0% |
| 6M | +11.9% | -8.6% | +20.5% | +13.8% |
| YTD | +26.4% | -8.6% | +35.1% | +28.3% |
| 1Y | +27.6% | -19.7% | +47.3% | +33.7% |
| 3Y | +54.9% | +48.4% | +6.6% | +33.4% |
| 5Y | +60.9% | -22.7% | +83.7% | +64.4% |
| All | +238.6% | +274.3% | -35.7% | +131.9% |
Cumulative growth
Daily Returns
Daily percentage return beside RMD.
Daily Out/Under-Performance
Portfolio return minus RMD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RMD 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 RMD 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