+1,955.1%
V vs SCHD
+593.2%
+1,361.9%
-36.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SCHD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -0.2% | -1.0% | -1.0% |
| 7D | -0.4% | +1.4% | -1.8% | -1.8% |
| 30D | +6.3% | +7.7% | -1.4% | -1.3% |
| 3M | +17.2% | +5.7% | +11.4% | +10.8% |
| 6M | +29.2% | +14.9% | +14.3% | +12.2% |
| YTD | +20.8% | +34.2% | -13.4% | -10.8% |
| 1Y | +25.0% | +36.8% | -11.8% | -9.6% |
| 3Y | +75.3% | +73.2% | +2.1% | -1.7% |
| 5Y | +105.8% | +62.8% | +43.0% | +23.3% |
| 10Y | +451.9% | +257.2% | +194.7% | +38.9% |
| All | +1,955.1% | +593.2% | +1,361.9% | +146.3% |
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 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