+238.6%
SCHD vs WWD
+498.2%
-259.6%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WWD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +1.4% | -1.0% | 0.0% |
| 7D | -2.0% | -2.6% | +0.6% | -1.2% |
| 30D | -0.4% | -6.9% | +6.5% | +1.5% |
| 3M | +5.7% | -13.0% | +18.8% | +9.2% |
| 6M | +11.9% | -12.5% | +24.3% | +14.5% |
| YTD | +26.4% | +11.8% | +14.6% | +19.9% |
| 1Y | +27.6% | +41.1% | -13.4% | +12.2% |
| 3Y | +54.9% | +163.1% | -108.1% | +9.4% |
| 5Y | +60.9% | +187.6% | -126.7% | +7.7% |
| All | +238.6% | +498.2% | -259.6% | +78.6% |
Cumulative growth
Daily Returns
Daily percentage return beside WWD.
Daily Out/Under-Performance
Portfolio return minus WWD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WWD 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 10y: compounded portfolio wealth divided by compounded WWD 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…
10y analysis · Full analysis span regression · 6 months rolling