-14.3%
WMT vs SCHD
+11.8%
-26.1%
-23.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | SCHD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -0.9% | +0.7% | +0.7% |
| 7D | -0.2% | -2.6% | +2.4% | +2.3% |
| 30D | -5.8% | -0.3% | -5.5% | -5.3% |
| 3M | -10.8% | +6.1% | -16.9% | -14.8% |
| 6M | -14.3% | +11.7% | -26.1% | -23.6% |
| All | -14.3% | +11.8% | -26.1% | -23.6% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling