+54.9%
SCHD vs SPOT
+237.0%
-182.1%
-16.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SPOT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +0.8% | -0.4% | +0.3% |
| 7D | -2.0% | -3.1% | +1.1% | -1.8% |
| 30D | -0.4% | +7.4% | -7.8% | -0.7% |
| 3M | +5.7% | +8.2% | -2.5% | +5.3% |
| 6M | +11.9% | +2.2% | +9.7% | +11.6% |
| YTD | +26.4% | -9.5% | +35.9% | +26.7% |
| 1Y | +27.6% | -23.8% | +51.4% | +29.0% |
| 3Y | +54.9% | +233.5% | -178.5% | +40.6% |
| All | +54.9% | +237.0% | -182.1% | +40.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling