+238.6%
SCHD vs WING
+407.7%
-169.1%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WING | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +6.0% | -5.6% | -0.2% |
| 7D | -2.0% | +7.2% | -9.2% | -2.7% |
| 30D | -0.4% | +4.8% | -5.2% | -1.0% |
| 3M | +5.7% | -23.7% | +29.4% | +8.2% |
| 6M | +11.9% | -43.6% | +55.5% | +17.6% |
| YTD | +26.4% | -50.6% | +77.0% | +34.0% |
| 1Y | +27.6% | -57.0% | +84.6% | +36.8% |
| 3Y | +54.9% | -28.3% | +83.2% | +49.5% |
| 5Y | +60.9% | -32.4% | +93.3% | +51.4% |
| All | +238.6% | +407.7% | -169.1% | +138.0% |
Cumulative growth
Daily Returns
Daily percentage return beside WING.
Daily Out/Under-Performance
Portfolio return minus WING return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WING 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 WING 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