+50.5%
SCHD vs SN
+453.9%
-403.4%
-16.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -4.0% | +3.7% | +0.1% |
| 7D | -3.1% | -7.2% | +4.1% | -2.4% |
| 30D | -0.8% | -13.4% | +12.6% | +0.5% |
| 3M | +6.2% | +26.8% | -20.6% | +3.5% |
| 6M | +11.8% | +44.6% | -32.8% | +7.2% |
| YTD | +26.0% | +45.3% | -19.3% | +20.5% |
| 1Y | +28.1% | +40.1% | -12.0% | +22.8% |
| 3Y | +54.6% | +375.3% | -320.7% | +34.6% |
| All | +50.5% | +453.9% | -403.4% | +31.3% |
Cumulative growth
Daily Returns
Daily percentage return beside SN.
Daily Out/Under-Performance
Portfolio return minus SN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SN 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 SN 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