+238.6%
SCHD vs SPGI
+292.2%
-53.5%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-11 to 2026-09-11.
| Period | Portfolio | SPGI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +0.1% | +0.3% | +0.4% |
| 7D | -2.0% | -7.4% | +5.4% | +0.9% |
| 30D | -0.4% | +0.4% | -0.8% | -0.7% |
| 3M | +5.7% | +5.3% | +0.5% | +3.0% |
| 6M | +11.9% | +1.7% | +10.2% | +10.0% |
| YTD | +26.4% | -16.4% | +42.8% | +33.1% |
| 1Y | +27.6% | -20.5% | +48.1% | +36.8% |
| 3Y | +54.9% | +14.2% | +40.7% | +40.6% |
| 5Y | +60.9% | +0.6% | +60.3% | +51.0% |
| All | +238.6% | +292.2% | -53.5% | +84.8% |
Cumulative growth
Daily Returns
Daily percentage return beside SPGI.
Daily Out/Under-Performance
Portfolio return minus SPGI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SPGI 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 2016-09-11 to 2026-09-11: compounded portfolio wealth divided by compounded SPGI 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…
2016-09-11 to 2026-09-11 analysis · Full analysis span regression · 6 months rolling