+63.6%
SCHD vs USB
+25.1%
+38.5%
-16.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | USB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +0.9% | -0.3% | +0.2% |
| 7D | +2.7% | +2.6% | +0.1% | +1.8% |
| 30D | +7.1% | +8.4% | -1.3% | +4.3% |
| 3M | +5.7% | -5.5% | +11.3% | +7.6% |
| 6M | +15.6% | +17.7% | -2.1% | +9.1% |
| YTD | +34.9% | +17.6% | +17.4% | +26.9% |
| 1Y | +37.4% | +33.9% | +3.5% | +23.5% |
| 3Y | +74.5% | +103.8% | -29.3% | +34.5% |
| All | +63.6% | +25.1% | +38.5% | +47.5% |
Cumulative growth
Daily Returns
Daily percentage return beside USB.
Daily Out/Under-Performance
Portfolio return minus USB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × USB 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 USB 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