+476.2%
STX vs SCHD
+63.2%
+412.9%
-57.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SCHD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | +0.5% | -3.6% | -3.6% |
| 7D | +14.6% | +2.7% | +11.9% | +11.9% |
| 30D | -26.0% | +7.1% | -33.1% | -30.7% |
| 3M | -42.6% | +5.7% | -48.4% | -46.0% |
| 6M | -35.3% | +15.6% | -50.9% | -45.7% |
| YTD | +92.5% | +34.9% | +57.5% | +33.8% |
| 1Y | +102.4% | +37.4% | +65.0% | +37.4% |
| 3Y | +673.8% | +74.5% | +599.3% | +278.1% |
| All | +476.2% | +63.2% | +412.9% | +216.3% |
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