+37.2%
SCHD vs SW
+25.9%
+11.3%
-6.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SW | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -0.7% | +1.3% | +0.6% |
| 7D | -0.5% | -2.6% | +2.0% | -0.2% |
| 30D | +8.3% | +7.2% | +1.1% | +7.4% |
| 3M | +5.9% | -10.5% | +16.4% | +7.1% |
| 6M | +15.3% | +9.9% | +5.4% | +13.7% |
| YTD | +34.5% | +17.2% | +17.3% | +29.0% |
| 1Y | +37.2% | +26.5% | +10.7% | +28.6% |
| All | +37.2% | +25.9% | +11.3% | +28.6% |
Cumulative growth
Daily Returns
Daily percentage return beside SW.
Daily Out/Under-Performance
Portfolio return minus SW return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SW 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 SW 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