+238.6%
SCHD vs RRC
+4.9%
+233.7%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RRC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -1.5% | +1.9% | +0.5% |
| 7D | -2.0% | -1.8% | -0.2% | -1.8% |
| 30D | -0.4% | +2.7% | -3.1% | -0.7% |
| 3M | +5.7% | +8.8% | -3.1% | +4.6% |
| 6M | +11.9% | -1.2% | +13.1% | +11.8% |
| YTD | +26.4% | +17.6% | +8.9% | +23.8% |
| 1Y | +27.6% | +18.4% | +9.2% | +24.6% |
| 3Y | +54.9% | +33.1% | +21.9% | +47.9% |
| 5Y | +60.9% | +148.2% | -87.2% | +40.2% |
| All | +238.6% | +4.9% | +233.7% | +164.4% |
Cumulative growth
Daily Returns
Daily percentage return beside RRC.
Daily Out/Under-Performance
Portfolio return minus RRC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RRC 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 RRC 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