+83.1%
SPY vs SCHD
+59.9%
+23.2%
-24.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SCHD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +0.4% | +0.5% | +0.5% |
| 7D | -0.8% | -2.0% | +1.2% | +1.0% |
| 30D | -1.1% | -0.4% | -0.7% | -0.7% |
| 3M | +3.9% | +5.7% | -1.9% | -1.6% |
| 6M | +13.6% | +11.9% | +1.7% | +1.9% |
| YTD | +12.7% | +26.4% | -13.8% | -10.4% |
| 1Y | +17.5% | +27.6% | -10.1% | -7.6% |
| 3Y | +76.9% | +54.9% | +22.0% | +12.4% |
| All | +83.1% | +59.9% | +23.2% | +13.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling