+52.0%
V vs SCHD
+54.5%
-2.4%
-20.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SCHD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.9% | +0.6% | +0.3% |
| 7D | -2.9% | -2.6% | -0.3% | -1.0% |
| 30D | +1.9% | -0.3% | +2.2% | +2.1% |
| 3M | +13.2% | +6.1% | +7.1% | +8.5% |
| 6M | +16.7% | +11.7% | +5.0% | +7.7% |
| YTD | +5.4% | +26.3% | -20.9% | -11.7% |
| 1Y | +7.7% | +28.8% | -21.1% | -11.1% |
| All | +52.0% | +54.5% | -2.4% | +10.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling