+366.0%
WDC vs SCHD
+28.6%
+337.4%
-41.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SCHD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | +0.4% | -3.4% | -2.7% |
| 7D | -4.3% | -2.0% | -2.4% | -5.8% |
| 30D | -1.5% | -0.4% | -1.1% | -1.8% |
| 3M | -15.5% | +5.7% | -21.2% | -13.2% |
| 6M | +66.5% | +11.9% | +54.6% | +66.3% |
| YTD | +159.9% | +26.4% | +133.4% | +162.5% |
| 1Y | +366.0% | +27.6% | +338.3% | +390.0% |
| All | +366.0% | +28.6% | +337.4% | +390.0% |
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