+553.0%
SCHD vs WPM
+565.9%
-12.9%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WPM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | +1.1% | -2.0% | -1.0% |
| 7D | -2.6% | +3.9% | -6.5% | -2.9% |
| 30D | -0.3% | +17.7% | -18.0% | -1.5% |
| 3M | +6.1% | +39.4% | -33.3% | +3.3% |
| 6M | +11.7% | +6.4% | +5.3% | +10.7% |
| YTD | +26.3% | +34.0% | -7.6% | +22.7% |
| 1Y | +28.8% | +50.5% | -21.8% | +23.7% |
| 3Y | +55.0% | +280.3% | -225.3% | +37.5% |
| 5Y | +60.0% | +266.3% | -206.3% | +41.1% |
| 10Y | +243.1% | +550.8% | -307.7% | +187.3% |
| All | +553.0% | +565.9% | -12.9% | +419.6% |
Cumulative growth
Daily Returns
Daily percentage return beside WPM.
Daily Out/Under-Performance
Portfolio return minus WPM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WPM 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 all: compounded portfolio wealth divided by compounded WPM 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…
all analysis · Full analysis span regression · 6 months rolling