+1,537.1%
SOXX vs SCHD
+244.5%
+1,292.6%
-45.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SCHD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | +0.4% | +1.5% | +1.4% |
| 7D | +1.4% | -2.0% | +3.3% | +3.8% |
| 30D | -3.6% | -0.4% | -3.2% | -3.4% |
| 3M | -10.2% | +5.7% | -15.9% | -17.4% |
| 6M | +54.2% | +11.9% | +42.4% | +32.3% |
| YTD | +75.2% | +26.4% | +48.8% | +28.3% |
| 1Y | +107.5% | +27.6% | +79.9% | +49.8% |
| 3Y | +226.8% | +54.9% | +171.8% | +84.7% |
| 5Y | +251.2% | +60.9% | +190.3% | +95.5% |
| All | +1,537.1% | +244.5% | +1,292.6% | +252.9% |
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