+42.0%
SOFI vs SCHD
+92.8%
-50.8%
-83.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SCHD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +0.4% | +0.3% | 0.0% |
| 7D | -4.9% | -2.0% | -3.0% | -1.9% |
| 30D | -3.5% | -0.4% | -3.0% | -2.7% |
| 3M | +3.9% | +5.7% | -1.8% | -5.6% |
| 6M | -6.5% | +11.9% | -18.4% | -22.8% |
| YTD | -33.8% | +26.4% | -60.3% | -55.8% |
| 1Y | -33.3% | +27.6% | -60.9% | -56.3% |
| 3Y | +94.6% | +54.9% | +39.7% | -3.4% |
| 5Y | +13.3% | +60.9% | -47.7% | -42.8% |
| All | +42.0% | +92.8% | -50.8% | -29.6% |
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 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