+66.7%
SNXX vs SCHD
+27.1%
+39.5%
-88.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SCHD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -15.7% | +1.9% | -17.6% | -8.1% |
| 7D | -47.8% | +3.2% | -51.0% | -39.2% |
| 30D | -66.0% | +10.7% | -76.7% | -48.5% |
| 3M | -57.5% | +7.8% | -65.3% | -40.3% |
| 6M | -66.7% | +16.7% | -83.4% | -47.3% |
| All | +66.7% | +27.1% | +39.5% | +148.5% |
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