+183.1%
SCHD vs SPOT
+218.6%
-35.6%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SPOT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -2.5% | +1.4% | -0.9% |
| 7D | -1.1% | -2.9% | +1.7% | -0.9% |
| 30D | +1.5% | +8.3% | -6.8% | +0.7% |
| 3M | +7.4% | +5.1% | +2.3% | +6.7% |
| 6M | +12.4% | -6.5% | +18.8% | +12.6% |
| YTD | +27.5% | -9.0% | +36.5% | +27.7% |
| 1Y | +30.0% | -26.4% | +56.4% | +33.0% |
| 3Y | +56.5% | +240.0% | -183.5% | +31.7% |
| 5Y | +60.7% | +111.7% | -51.1% | +37.3% |
| All | +183.1% | +218.6% | -35.6% | +104.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling