+60.0%
SCHD vs U
-67.7%
+127.8%
-16.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | U | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -0.5% | -0.4% | -0.9% |
| 7D | -2.6% | +4.4% | -7.0% | -2.9% |
| 30D | -0.3% | -1.3% | +1.0% | -0.2% |
| 3M | +6.1% | +49.6% | -43.5% | +3.2% |
| 6M | +11.7% | +100.2% | -88.5% | +6.3% |
| YTD | +26.3% | -3.7% | +30.0% | +25.3% |
| 1Y | +28.8% | -6.5% | +35.3% | +27.4% |
| 3Y | +55.0% | +12.9% | +42.1% | +46.2% |
| 5Y | +60.0% | -68.3% | +128.3% | +51.5% |
| All | +60.0% | -67.7% | +127.8% | +51.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling