+432.9%
SNXX vs SCHD
+21.2%
+411.7%
-85.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SCHD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +23.4% | -0.8% | +24.2% | +20.6% |
| 7D | +34.9% | -0.3% | +35.2% | +34.0% |
| 30D | +52.5% | +3.4% | +49.1% | +72.0% |
| 3M | -41.3% | +7.6% | -49.0% | -24.4% |
| 6M | +293.8% | +12.2% | +281.6% | +375.3% |
| All | +432.9% | +21.2% | +411.7% | +524.6% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling