+60.3%
SCHD vs SPOT
+111.2%
-50.9%
-16.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SPOT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.2% | -0.1% | -0.3% |
| 7D | -3.1% | -6.9% | +3.7% | -2.5% |
| 30D | -0.8% | +4.1% | -5.0% | -1.2% |
| 3M | +6.2% | +3.7% | +2.5% | +5.7% |
| 6M | +11.8% | -1.6% | +13.4% | +11.5% |
| YTD | +26.0% | -10.2% | +36.1% | +26.4% |
| 1Y | +28.1% | -25.9% | +54.0% | +30.8% |
| 3Y | +54.6% | +235.6% | -181.0% | +31.2% |
| 5Y | +60.3% | +110.6% | -50.3% | +32.2% |
| All | +60.3% | +111.2% | -50.9% | +32.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling