+85.6%
SCHG vs A
+31.5%
+54.1%
-23.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | A | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +2.7% | -1.8% | +0.2% |
| 7D | -1.0% | -2.6% | +1.6% | -0.4% |
| 30D | -1.3% | -0.9% | -0.4% | -1.1% |
| 3M | +5.4% | +13.6% | -8.2% | +1.6% |
| 6M | +14.4% | +27.8% | -13.4% | +6.0% |
| YTD | +8.0% | +8.6% | -0.6% | +5.0% |
| 1Y | +12.7% | +16.9% | -4.1% | +6.7% |
| 3Y | +85.6% | +32.9% | +52.7% | +67.5% |
| All | +85.6% | +31.5% | +54.1% | +67.5% |
Cumulative growth
Daily Returns
Daily percentage return beside A.
Daily Out/Under-Performance
Portfolio return minus A return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × A 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 A 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