+553.0%
SCHD vs XHB
+633.3%
-80.3%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | XHB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -1.5% | +0.6% | -0.3% |
| 7D | -2.6% | -1.9% | -0.7% | -1.8% |
| 30D | -0.3% | -8.3% | +8.0% | +3.4% |
| 3M | +6.1% | -7.1% | +13.2% | +8.9% |
| 6M | +11.7% | -5.3% | +17.0% | +13.0% |
| YTD | +26.3% | -3.2% | +29.5% | +26.1% |
| 1Y | +28.8% | -13.9% | +42.6% | +35.1% |
| 3Y | +55.0% | +24.9% | +30.1% | +33.9% |
| 5Y | +60.0% | +34.5% | +25.5% | +30.3% |
| 10Y | +243.1% | +215.5% | +27.7% | +81.6% |
| All | +553.0% | +633.3% | -80.3% | +138.7% |
Cumulative growth
Daily Returns
Daily percentage return beside XHB.
Daily Out/Under-Performance
Portfolio return minus XHB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × XHB 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 XHB 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