+60.3%
SCHD vs URA
+121.8%
-61.5%
-16.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | URA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -4.0% | +3.7% | +0.1% |
| 7D | -3.1% | -1.5% | -1.6% | -3.0% |
| 30D | -0.8% | -0.4% | -0.4% | -0.9% |
| 3M | +6.2% | +6.3% | -0.1% | +5.1% |
| 6M | +11.8% | -14.0% | +25.8% | +13.0% |
| YTD | +26.0% | +5.3% | +20.6% | +23.3% |
| 1Y | +28.1% | +11.7% | +16.5% | +23.4% |
| 3Y | +54.6% | +109.8% | -55.2% | +30.6% |
| 5Y | +60.3% | +108.0% | -47.6% | +31.6% |
| All | +60.3% | +121.8% | -61.5% | +31.6% |
Cumulative growth
Daily Returns
Daily percentage return beside URA.
Daily Out/Under-Performance
Portfolio return minus URA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × URA 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 URA 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