+54.9%
SCHD vs RRC
+29.5%
+25.5%
-16.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | RRC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -1.5% | +1.9% | +0.6% |
| 7D | -2.0% | -1.8% | -0.2% | -1.7% |
| 30D | -0.4% | +2.7% | -3.1% | -0.8% |
| 3M | +5.7% | +8.8% | -3.1% | +4.3% |
| 6M | +11.9% | -1.2% | +13.1% | +11.7% |
| YTD | +26.4% | +17.6% | +8.9% | +22.7% |
| 1Y | +27.6% | +18.4% | +9.2% | +23.4% |
| 3Y | +54.9% | +33.1% | +21.9% | +44.7% |
| All | +54.9% | +29.5% | +25.5% | +44.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling