+184.5%
SCHD vs SE
+553.8%
-369.3%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -1.3% | +1.7% | +0.5% |
| 7D | -2.0% | -5.2% | +3.3% | -1.5% |
| 30D | -0.4% | -17.1% | +16.7% | +1.1% |
| 3M | +5.7% | +24.0% | -18.3% | +3.5% |
| 6M | +11.9% | +21.0% | -9.1% | +9.4% |
| YTD | +26.4% | -16.7% | +43.2% | +27.3% |
| 1Y | +27.6% | -45.9% | +73.5% | +33.3% |
| 3Y | +54.9% | +177.8% | -122.9% | +36.7% |
| 5Y | +60.9% | -67.4% | +128.3% | +65.4% |
| All | +184.5% | +553.8% | -369.3% | +97.7% |
Cumulative growth
Daily Returns
Daily percentage return beside SE.
Daily Out/Under-Performance
Portfolio return minus SE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SE 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 SE 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