+559.1%
SCHD vs RRC
-36.4%
+595.5%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RRC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -0.3% | -0.9% | -1.1% |
| 7D | -1.1% | -1.2% | +0.1% | -1.0% |
| 30D | +1.5% | +9.4% | -7.9% | +0.5% |
| 3M | +7.4% | +7.4% | 0.0% | +6.5% |
| 6M | +12.4% | +1.5% | +10.9% | +11.9% |
| YTD | +27.5% | +19.4% | +8.1% | +24.6% |
| 1Y | +30.0% | +24.2% | +5.8% | +26.3% |
| 3Y | +56.5% | +32.8% | +23.7% | +49.5% |
| 5Y | +60.7% | +152.9% | -92.2% | +39.7% |
| 10Y | +237.8% | +3.9% | +233.9% | +183.3% |
| All | +559.1% | -36.4% | +595.5% | +495.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling