+238.6%
SCHD vs WBD
+15.0%
+223.7%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WBD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -0.6% | +0.9% | +0.5% |
| 7D | -2.0% | -0.7% | -1.2% | -1.8% |
| 30D | -0.4% | +1.4% | -1.8% | -0.6% |
| 3M | +5.7% | +4.4% | +1.3% | +5.0% |
| 6M | +11.9% | +0.8% | +11.1% | +11.6% |
| YTD | +26.4% | -2.7% | +29.1% | +26.8% |
| 1Y | +27.6% | +73.4% | -45.8% | +16.5% |
| 3Y | +54.9% | +142.1% | -87.2% | +28.2% |
| 5Y | +60.9% | +7.2% | +53.7% | +46.3% |
| All | +238.6% | +15.0% | +223.7% | +171.2% |
Cumulative growth
Daily Returns
Daily percentage return beside WBD.
Daily Out/Under-Performance
Portfolio return minus WBD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WBD 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 WBD 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