+5.3%
WMT vs SCHD
+28.6%
-23.3%
-23.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SCHD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +0.4% | +1.0% | +1.1% |
| 7D | 0.0% | -2.0% | +2.0% | +1.4% |
| 30D | -7.4% | -0.4% | -7.0% | -7.0% |
| 3M | -10.9% | +5.7% | -16.6% | -13.6% |
| 6M | -12.7% | +11.9% | -24.6% | -18.2% |
| YTD | -3.2% | +26.4% | -29.7% | -11.6% |
| 1Y | +5.3% | +27.6% | -22.3% | -4.6% |
| All | +5.3% | +28.6% | -23.3% | -4.6% |
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