+8,185.6%
STX vs SCHD
+596.8%
+7,588.7%
-70.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SCHD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | +0.5% | -3.6% | -3.7% |
| 7D | +14.6% | +2.7% | +11.9% | +11.4% |
| 30D | -26.0% | +7.1% | -33.1% | -31.6% |
| 3M | -42.6% | +5.7% | -48.4% | -46.7% |
| 6M | -35.3% | +15.6% | -50.9% | -46.8% |
| YTD | +92.5% | +34.9% | +57.5% | +31.0% |
| 1Y | +102.4% | +37.4% | +65.0% | +34.6% |
| 3Y | +673.8% | +74.5% | +599.3% | +282.2% |
| 5Y | +463.1% | +63.7% | +399.4% | +206.2% |
| 10Y | +2,014.6% | +259.1% | +1,755.5% | +297.0% |
| All | +8,185.6% | +596.8% | +7,588.7% | +438.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling