+62.5%
SCHD vs WM
+60.4%
+2.1%
-16.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | +0.1% | +1.2% | +1.3% |
| 7D | -0.7% | -0.5% | -0.2% | -0.6% |
| 30D | +7.9% | +13.3% | -5.4% | +3.7% |
| 3M | +6.0% | +4.4% | +1.6% | +4.4% |
| 6M | +14.5% | +10.8% | +3.7% | +10.6% |
| YTD | +33.2% | +9.1% | +24.1% | +28.8% |
| 1Y | +38.1% | +19.1% | +19.0% | +29.7% |
| 3Y | +73.5% | +45.7% | +27.9% | +48.8% |
| 5Y | +62.5% | +60.4% | +2.0% | +31.9% |
| All | +62.5% | +60.4% | +2.1% | +31.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling