+553.6%
SCHD vs SU
+277.4%
+276.2%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -0.1% | +0.5% | +0.4% |
| 7D | -2.0% | +2.2% | -4.2% | -2.5% |
| 30D | -0.4% | +8.4% | -8.8% | -2.4% |
| 3M | +5.7% | +12.1% | -6.4% | +2.6% |
| 6M | +11.9% | +19.7% | -7.8% | +6.5% |
| YTD | +26.4% | +58.4% | -32.0% | +12.4% |
| 1Y | +27.6% | +67.2% | -39.6% | +11.8% |
| 3Y | +54.9% | +125.0% | -70.1% | +24.7% |
| 5Y | +60.9% | +355.1% | -294.1% | +5.5% |
| 10Y | +243.4% | +263.7% | -20.2% | +121.9% |
| All | +553.6% | +277.4% | +276.2% | +290.1% |
Cumulative growth
Daily Returns
Daily percentage return beside SU.
Daily Out/Under-Performance
Portfolio return minus SU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SU 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 SU 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