+2,993.7%
SHOP vs SCHD
+244.5%
+2,749.2%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SCHD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +0.4% | +1.3% | +1.3% |
| 7D | -11.2% | -2.0% | -9.3% | -9.1% |
| 30D | -14.4% | -0.4% | -14.0% | -13.9% |
| 3M | +16.6% | +5.7% | +10.9% | +9.5% |
| 6M | -0.6% | +11.9% | -12.4% | -12.9% |
| YTD | -20.0% | +26.4% | -46.4% | -39.9% |
| 1Y | -11.2% | +27.6% | -38.8% | -34.2% |
| 3Y | +99.5% | +54.9% | +44.5% | +20.5% |
| 5Y | -13.2% | +60.9% | -74.2% | -46.7% |
| All | +2,993.7% | +244.5% | +2,749.2% | +693.1% |
Cumulative growth
Daily Returns
Daily percentage return beside SCHD.
Daily Out/Under-Performance
Portfolio return minus SCHD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SCHD 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 SCHD 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