+56.5%
SCHD vs WM
+44.2%
+12.3%
-16.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | WM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -0.6% | -0.6% | -1.0% |
| 7D | -1.1% | -0.9% | -0.2% | -0.9% |
| 30D | +1.5% | -4.3% | +5.9% | +2.5% |
| 3M | +7.4% | +0.8% | +6.7% | +7.2% |
| 6M | +12.4% | -10.8% | +23.1% | +15.1% |
| YTD | +27.5% | -0.1% | +27.6% | +27.2% |
| 1Y | +30.0% | +1.0% | +29.0% | +29.2% |
| 3Y | +56.5% | +45.1% | +11.4% | +49.3% |
| All | +56.5% | +44.2% | +12.3% | +49.3% |
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