+553.0%
SCHD vs RMD
+791.0%
-238.0%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -0.5% | -0.4% | -0.8% |
| 7D | -2.6% | -4.7% | +2.1% | -1.5% |
| 30D | -0.3% | +0.2% | -0.5% | -0.4% |
| 3M | +6.1% | +12.0% | -5.9% | +2.9% |
| 6M | +11.7% | -12.5% | +24.2% | +14.7% |
| YTD | +26.3% | -7.9% | +34.3% | +27.9% |
| 1Y | +28.8% | -20.4% | +49.1% | +34.8% |
| 3Y | +55.0% | +53.1% | +1.9% | +34.3% |
| 5Y | +60.0% | -22.1% | +82.2% | +62.1% |
| 10Y | +243.1% | +275.4% | -32.3% | +135.1% |
| All | +553.0% | +791.0% | -238.0% | +260.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling