+60.7%
SCHD vs WM
+53.3%
+7.3%
-16.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -0.6% | -0.6% | -0.9% |
| 7D | -1.1% | -0.9% | -0.2% | -0.9% |
| 30D | +1.5% | -4.3% | +5.9% | +2.9% |
| 3M | +7.4% | +0.8% | +6.7% | +7.0% |
| 6M | +12.4% | -10.8% | +23.1% | +16.2% |
| YTD | +27.5% | -0.1% | +27.6% | +26.9% |
| 1Y | +30.0% | +1.0% | +29.0% | +28.7% |
| 3Y | +56.5% | +45.1% | +11.4% | +33.3% |
| 5Y | +60.7% | +52.1% | +8.6% | +31.6% |
| All | +60.7% | +53.3% | +7.3% | +31.6% |
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 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