+41.8%
SCHD vs SNOW
+7.5%
+34.3%
-6.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SNOW | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | -1.5% | +3.4% | +1.8% |
| 7D | +3.2% | -14.5% | +17.7% | +3.0% |
| 30D | +10.7% | -14.3% | +24.9% | +10.5% |
| 3M | +7.8% | -8.3% | +16.1% | +7.7% |
| 6M | +16.7% | +101.5% | -84.8% | +17.3% |
| YTD | +35.3% | +32.5% | +2.8% | +34.6% |
| 1Y | +41.8% | +9.5% | +32.3% | +42.0% |
| All | +41.8% | +7.5% | +34.3% | +42.0% |
Cumulative growth
Daily Returns
Daily percentage return beside SNOW.
Daily Out/Under-Performance
Portfolio return minus SNOW return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SNOW 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 1y: compounded portfolio wealth divided by compounded SNOW 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…
1y analysis · Full analysis span regression · 6 months rolling