+417.4%
WDC vs SCHD
+30.7%
+386.7%
-41.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SCHD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.9% | -0.8% | +6.7% | +5.2% |
| 7D | +1.7% | -0.3% | +2.0% | +1.5% |
| 30D | -10.0% | +3.4% | -13.4% | -7.8% |
| 3M | -18.8% | +7.6% | -26.4% | -15.1% |
| 6M | +79.0% | +12.2% | +66.9% | +82.4% |
| YTD | +171.6% | +29.0% | +142.6% | +179.0% |
| 1Y | +417.4% | +30.3% | +387.1% | +449.0% |
| All | +417.4% | +30.7% | +386.7% | +449.0% |
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