+54.9%
SCHD vs SNOW
+97.9%
-42.9%
-16.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SNOW | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -0.2% | +0.6% | +0.4% |
| 7D | -2.0% | -2.4% | +0.5% | -1.9% |
| 30D | -0.4% | -1.0% | +0.6% | -0.4% |
| 3M | +5.7% | +36.9% | -31.1% | +4.2% |
| 6M | +11.9% | +83.4% | -71.5% | +8.3% |
| YTD | +26.4% | +50.0% | -23.5% | +23.7% |
| 1Y | +27.6% | +46.5% | -18.9% | +24.8% |
| 3Y | +54.9% | +93.3% | -38.4% | +43.7% |
| All | +54.9% | +97.9% | -42.9% | +43.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling