+54.4%
SCHD vs RMD
+50.8%
+3.6%
-16.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.2% | -0.1% | -0.3% |
| 7D | -3.1% | -4.2% | +1.1% | -2.5% |
| 30D | -0.8% | -2.1% | +1.2% | -0.5% |
| 3M | +6.2% | +13.8% | -7.6% | +4.0% |
| 6M | +11.8% | -10.6% | +22.4% | +13.3% |
| YTD | +26.0% | -8.1% | +34.1% | +26.9% |
| 1Y | +28.1% | -18.0% | +46.1% | +31.2% |
| All | +54.4% | +50.8% | +3.6% | +44.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling