+113.2%
WDC vs SCHD
+42.1%
+71.1%
-56.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SCHD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.8% | +1.9% | -8.6% | -4.8% |
| 7D | -18.3% | +3.2% | -21.5% | -15.5% |
| 30D | -26.7% | +10.7% | -37.3% | -19.5% |
| 3M | -40.9% | +7.8% | -48.8% | -36.5% |
| 6M | -26.8% | +16.7% | -43.5% | -22.3% |
| YTD | +88.2% | +35.3% | +52.9% | +85.2% |
| 1Y | +113.2% | +41.8% | +71.4% | +109.4% |
| All | +113.2% | +42.1% | +71.1% | +109.4% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling