+180.7%
SCHD vs SPOT
+216.9%
-36.2%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SPOT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +0.8% | -0.4% | +0.3% |
| 7D | -2.0% | -3.1% | +1.1% | -1.7% |
| 30D | -0.4% | +7.4% | -7.8% | -1.1% |
| 3M | +5.7% | +8.2% | -2.5% | +4.8% |
| 6M | +11.9% | +2.2% | +9.7% | +11.1% |
| YTD | +26.4% | -9.5% | +35.9% | +26.7% |
| 1Y | +27.6% | -23.8% | +51.4% | +30.1% |
| 3Y | +54.9% | +233.5% | -178.5% | +30.7% |
| 5Y | +60.9% | +112.2% | -51.3% | +37.5% |
| All | +180.7% | +216.9% | -36.2% | +102.5% |
Cumulative growth
Daily Returns
Daily percentage return beside SPOT.
Daily Out/Under-Performance
Portfolio return minus SPOT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SPOT 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 SPOT 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