+71.2%
SCHD vs WM
+45.4%
+25.8%
-16.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | WM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -2.1% | +1.4% | -0.2% |
| 7D | -1.7% | +1.2% | -2.9% | -2.0% |
| 30D | +7.7% | +13.1% | -5.4% | +4.5% |
| 3M | +5.2% | +3.6% | +1.6% | +4.2% |
| 6M | +12.9% | +8.1% | +4.8% | +10.6% |
| YTD | +31.4% | +8.9% | +22.5% | +28.2% |
| 1Y | +37.3% | +20.3% | +16.9% | +30.8% |
| All | +71.2% | +45.4% | +25.8% | +59.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling