+2,976.6%
WDC vs SCHD
+552.5%
+2,424.1%
-70.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SCHD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -0.9% | +2.0% | +2.3% |
| 7D | +7.5% | -2.6% | +10.1% | +11.3% |
| 30D | +10.1% | -0.3% | +10.4% | +9.9% |
| 3M | -6.8% | +6.1% | -12.9% | -16.5% |
| 6M | +84.1% | +11.7% | +72.4% | +53.3% |
| YTD | +180.3% | +26.3% | +153.9% | +95.4% |
| 1Y | +411.1% | +28.8% | +382.3% | +244.0% |
| 3Y | +1,375.0% | +55.0% | +1,320.0% | +648.6% |
| 5Y | +991.6% | +60.0% | +931.5% | +443.8% |
| 10Y | +1,309.1% | +243.1% | +1,065.9% | +145.0% |
| All | +2,976.6% | +552.5% | +2,424.1% | +113.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling