+30.3%
SCHD vs WM
-0.9%
+31.2%
-4.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -1.2% | +0.4% | -0.5% |
| 7D | -0.3% | -0.3% | 0.0% | -0.2% |
| 30D | +3.4% | -2.4% | +5.8% | +3.9% |
| 3M | +7.6% | +0.4% | +7.2% | +7.6% |
| 6M | +12.2% | -9.5% | +21.6% | +14.5% |
| YTD | +29.0% | +0.5% | +28.5% | +28.4% |
| 1Y | +30.3% | -1.1% | +31.4% | +30.2% |
| All | +30.3% | -0.9% | +31.2% | +30.2% |
Cumulative growth
Daily Returns
Daily percentage return beside WM.
Daily Out/Under-Performance
Portfolio return minus WM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WM 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 1y: compounded portfolio wealth divided by compounded WM 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…
1y analysis · Full analysis span regression · 6 months rolling