+54.9%
SCHD vs WEC
+39.2%
+15.8%
-16.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | WEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | 0.0% | +0.4% | +0.4% |
| 7D | -2.0% | -0.6% | -1.4% | -1.8% |
| 30D | -0.4% | -2.6% | +2.2% | +0.4% |
| 3M | +5.7% | -6.0% | +11.8% | +7.7% |
| 6M | +11.9% | -5.4% | +17.3% | +13.6% |
| YTD | +26.4% | +2.5% | +24.0% | +25.1% |
| 1Y | +27.6% | -0.7% | +28.3% | +27.3% |
| 3Y | +54.9% | +38.7% | +16.2% | +37.9% |
| All | +54.9% | +39.2% | +15.8% | +37.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling