+123.5%
SCHD vs U
-41.4%
+164.9%
-16.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | U | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +4.5% | -4.1% | +0.1% |
| 7D | -2.0% | +5.5% | -7.5% | -2.2% |
| 30D | -0.4% | -1.3% | +0.9% | -0.4% |
| 3M | +5.7% | +64.6% | -58.9% | +2.7% |
| 6M | +11.9% | +119.4% | -107.5% | +6.7% |
| YTD | +26.4% | -0.5% | +26.9% | +25.3% |
| 1Y | +27.6% | +1.3% | +26.3% | +25.8% |
| 3Y | +54.9% | +15.6% | +39.3% | +47.1% |
| 5Y | +60.9% | -67.5% | +128.4% | +51.8% |
| All | +123.5% | -41.4% | +164.9% | +107.4% |
Cumulative growth
Daily Returns
Daily percentage return beside U.
Daily Out/Under-Performance
Portfolio return minus U return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × U 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 U 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