+41.8%
SCHD vs STLA
-53.0%
+94.7%
-6.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | STLA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | +3.8% | -1.9% | +1.7% |
| 7D | +3.2% | -0.6% | +3.8% | +3.2% |
| 30D | +10.7% | +3.6% | +7.1% | +10.4% |
| 3M | +7.8% | -20.6% | +28.5% | +8.8% |
| 6M | +16.7% | -34.3% | +51.0% | +18.5% |
| YTD | +35.3% | -57.3% | +92.6% | +41.1% |
| 1Y | +41.8% | -52.6% | +94.4% | +44.5% |
| All | +41.8% | -53.0% | +94.7% | +44.5% |
Cumulative growth
Daily Returns
Daily percentage return beside STLA.
Daily Out/Under-Performance
Portfolio return minus STLA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × STLA 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 1y: compounded portfolio wealth divided by compounded STLA 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…
1y analysis · Full analysis span regression · 6 months rolling