+54.9%
SCHD vs ZS
+1.4%
+53.5%
-16.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ZS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +0.6% | -0.3% | +0.3% |
| 7D | -2.0% | -3.1% | +1.1% | -1.8% |
| 30D | -0.4% | -7.2% | +6.8% | -0.1% |
| 3M | +5.7% | +30.5% | -24.8% | +4.0% |
| 6M | +11.9% | +7.0% | +4.9% | +10.4% |
| YTD | +26.4% | -26.8% | +53.3% | +28.9% |
| 1Y | +27.6% | -42.6% | +70.2% | +33.1% |
| 3Y | +54.9% | -0.3% | +55.3% | +42.5% |
| All | +54.9% | +1.4% | +53.5% | +42.5% |
Cumulative growth
Daily Returns
Daily percentage return beside ZS.
Daily Out/Under-Performance
Portfolio return minus ZS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ZS 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 3y: compounded portfolio wealth divided by compounded ZS 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…
3y analysis · Full analysis span regression · 6 months rolling