+102.4%
STX vs SCHD
+37.3%
+65.1%
-57.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SCHD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | +0.5% | -3.6% | -2.6% |
| 7D | +14.6% | +2.7% | +11.9% | +17.6% |
| 30D | -26.0% | +7.1% | -33.1% | -18.9% |
| 3M | -42.6% | +5.7% | -48.4% | -37.6% |
| 6M | -35.3% | +15.6% | -50.9% | -26.3% |
| YTD | +92.5% | +34.9% | +57.5% | +117.3% |
| 1Y | +102.4% | +37.4% | +65.0% | +125.9% |
| All | +102.4% | +37.3% | +65.1% | +125.9% |
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 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