+238.6%
SCHD vs SSNC
+173.6%
+65.1%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SSNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +1.7% | -1.3% | -0.2% |
| 7D | -2.0% | -4.0% | +2.1% | -0.5% |
| 30D | -0.4% | +0.5% | -0.9% | -0.7% |
| 3M | +5.7% | +18.9% | -13.2% | -1.1% |
| 6M | +11.9% | +10.8% | +1.0% | +7.0% |
| YTD | +26.4% | -7.1% | +33.6% | +28.4% |
| 1Y | +27.6% | -9.6% | +37.2% | +30.7% |
| 3Y | +54.9% | +51.1% | +3.9% | +29.4% |
| 5Y | +60.9% | +19.7% | +41.3% | +44.1% |
| All | +238.6% | +173.6% | +65.1% | +140.0% |
Cumulative growth
Daily Returns
Daily percentage return beside SSNC.
Daily Out/Under-Performance
Portfolio return minus SSNC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SSNC 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 SSNC 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