+54.9%
SCHD vs W
+35.9%
+19.1%
-16.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | W | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +1.1% | -0.8% | +0.3% |
| 7D | -2.0% | -0.9% | -1.1% | -1.9% |
| 30D | -0.4% | -4.2% | +3.8% | -0.1% |
| 3M | +5.7% | +26.9% | -21.2% | +3.1% |
| 6M | +11.9% | +31.2% | -19.4% | +8.3% |
| YTD | +26.4% | -1.8% | +28.3% | +25.1% |
| 1Y | +27.6% | +9.3% | +18.3% | +24.2% |
| 3Y | +54.9% | +33.2% | +21.7% | +35.6% |
| All | +54.9% | +35.9% | +19.1% | +35.6% |
Cumulative growth
Daily Returns
Daily percentage return beside W.
Daily Out/Under-Performance
Portfolio return minus W return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × W 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 3y: compounded portfolio wealth divided by compounded W 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…
3y analysis · Full analysis span regression · 6 months rolling