+238.6%
SCHD vs WEC
+146.6%
+92.1%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | 0.0% | +0.4% | +0.4% |
| 7D | -2.0% | -0.6% | -1.4% | -1.7% |
| 30D | -0.4% | -2.6% | +2.2% | +0.5% |
| 3M | +5.7% | -6.0% | +11.8% | +8.1% |
| 6M | +11.9% | -5.4% | +17.3% | +13.9% |
| YTD | +26.4% | +2.5% | +24.0% | +24.8% |
| 1Y | +27.6% | -0.7% | +28.3% | +27.3% |
| 3Y | +54.9% | +38.7% | +16.2% | +34.9% |
| 5Y | +60.9% | +31.7% | +29.3% | +41.5% |
| All | +238.6% | +146.6% | +92.1% | +155.1% |
Cumulative growth
Daily Returns
Daily percentage return beside WEC.
Daily Out/Under-Performance
Portfolio return minus WEC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WEC 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 WEC 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