+1,048.0%
STX vs SCHD
+59.9%
+988.1%
-57.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SCHD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.7% | +0.4% | -4.1% | -4.1% |
| 7D | -2.3% | -2.0% | -0.3% | -0.4% |
| 30D | -5.5% | -0.4% | -5.1% | -5.6% |
| 3M | -4.3% | +5.7% | -10.0% | -11.7% |
| 6M | +115.6% | +11.9% | +103.7% | +86.0% |
| YTD | +202.2% | +26.4% | +175.8% | +124.1% |
| 1Y | +325.3% | +27.6% | +297.7% | +210.3% |
| 3Y | +1,283.9% | +54.9% | +1,229.0% | +677.6% |
| All | +1,048.0% | +59.9% | +988.1% | +534.4% |
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