+38.5%
SCHD vs WM
+20.3%
+18.2%
-6.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +0.3% | +0.2% | +0.4% |
| 7D | +0.8% | +1.2% | -0.4% | +0.5% |
| 30D | +8.4% | +13.7% | -5.2% | +5.2% |
| 3M | +5.6% | +5.2% | +0.4% | +4.2% |
| 6M | +15.1% | +11.2% | +3.9% | +12.4% |
| YTD | +33.8% | +9.4% | +24.4% | +30.2% |
| 1Y | +38.5% | +20.4% | +18.1% | +31.5% |
| All | +38.5% | +20.3% | +18.2% | +31.5% |
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