+238.6%
SCHD vs RRX
+228.4%
+10.2%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RRX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +3.7% | -3.3% | -0.6% |
| 7D | -2.0% | -0.3% | -1.6% | -1.9% |
| 30D | -0.4% | -6.1% | +5.7% | +1.2% |
| 3M | +5.7% | -23.1% | +28.8% | +11.8% |
| 6M | +11.9% | -19.5% | +31.4% | +15.1% |
| YTD | +26.4% | +16.1% | +10.4% | +15.3% |
| 1Y | +27.6% | +12.9% | +14.7% | +16.4% |
| 3Y | +54.9% | +7.9% | +47.0% | +36.1% |
| 5Y | +60.9% | +19.1% | +41.8% | +30.7% |
| All | +238.6% | +228.4% | +10.2% | +79.6% |
Cumulative growth
Daily Returns
Daily percentage return beside RRX.
Daily Out/Under-Performance
Portfolio return minus RRX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RRX 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 RRX 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