+1,328.4%
WDC vs SCHD
+54.0%
+1,274.4%
-49.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SCHD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.4% | -0.3% | -4.1% | -4.2% |
| 7D | +4.4% | -3.1% | +7.5% | +6.6% |
| 30D | +5.3% | -0.8% | +6.1% | +5.5% |
| 3M | -5.9% | +6.2% | -12.1% | -11.8% |
| 6M | +73.2% | +11.8% | +61.4% | +54.4% |
| YTD | +167.8% | +26.0% | +141.9% | +112.3% |
| 1Y | +386.0% | +28.1% | +357.9% | +277.4% |
| All | +1,328.4% | +54.0% | +1,274.4% | +831.9% |
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