+238.6%
SCHD vs UUUU
+465.5%
-226.9%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -5.0% | +5.4% | +0.7% |
| 7D | -2.0% | -10.5% | +8.6% | -1.2% |
| 30D | -0.4% | -10.5% | +10.1% | +0.2% |
| 3M | +5.7% | -14.1% | +19.8% | +6.4% |
| 6M | +11.9% | -35.5% | +47.4% | +14.2% |
| YTD | +26.4% | -10.9% | +37.4% | +24.7% |
| 1Y | +27.6% | +3.4% | +24.3% | +22.8% |
| 3Y | +54.9% | +73.1% | -18.2% | +38.1% |
| 5Y | +60.9% | +87.1% | -26.2% | +37.0% |
| All | +238.6% | +465.5% | -226.9% | +131.0% |
Cumulative growth
Daily Returns
Daily percentage return beside UUUU.
Daily Out/Under-Performance
Portfolio return minus UUUU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × UUUU 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 UUUU 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