+957.1%
WDC vs SCHD
+58.9%
+898.2%
-55.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SCHD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.4% | -0.3% | -4.1% | -4.1% |
| 7D | +4.4% | -3.1% | +7.5% | +8.1% |
| 30D | +5.3% | -0.8% | +6.1% | +5.8% |
| 3M | -5.9% | +6.2% | -12.1% | -14.7% |
| 6M | +73.2% | +11.8% | +61.4% | +47.0% |
| YTD | +167.8% | +26.0% | +141.9% | +93.9% |
| 1Y | +386.0% | +28.1% | +357.9% | +241.5% |
| 3Y | +1,309.7% | +54.6% | +1,255.1% | +644.5% |
| 5Y | +957.1% | +60.3% | +896.8% | +453.8% |
| All | +957.1% | +58.9% | +898.2% | +453.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling