+51.0%
SCHD vs SN
+476.8%
-425.8%
-16.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -3.3% | +2.4% | -0.6% |
| 7D | -2.6% | -3.4% | +0.8% | -2.3% |
| 30D | -0.3% | -9.1% | +8.8% | +0.6% |
| 3M | +6.1% | +31.8% | -25.7% | +3.0% |
| 6M | +11.7% | +52.0% | -40.3% | +6.6% |
| YTD | +26.3% | +51.3% | -25.0% | +20.4% |
| 1Y | +28.8% | +46.9% | -18.1% | +22.8% |
| 3Y | +55.0% | +394.9% | -339.9% | +34.5% |
| All | +51.0% | +476.8% | -425.8% | +31.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling