+54.9%
SCHD vs WAT
+54.7%
+0.2%
-16.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | WAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +1.7% | -1.3% | +0.1% |
| 7D | -2.0% | -0.3% | -1.7% | -1.9% |
| 30D | -0.4% | -1.9% | +1.5% | -0.1% |
| 3M | +5.7% | +13.5% | -7.8% | +3.4% |
| 6M | +11.9% | +37.2% | -25.4% | +5.2% |
| YTD | +26.4% | +7.5% | +18.9% | +24.2% |
| 1Y | +27.6% | +35.0% | -7.4% | +19.4% |
| 3Y | +54.9% | +55.1% | -0.1% | +40.2% |
| All | +54.9% | +54.7% | +0.2% | +40.2% |
Cumulative growth
Daily Returns
Daily percentage return beside WAT.
Daily Out/Under-Performance
Portfolio return minus WAT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WAT 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 WAT 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