+22.6%
BAC vs SCHD
+63.2%
-40.7%
-46.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SCHD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | +0.5% | +0.5% | +0.4% |
| 7D | +3.2% | +2.7% | +0.5% | 0.0% |
| 30D | -0.7% | +7.1% | -7.9% | -8.6% |
| 3M | -20.0% | +5.7% | -25.7% | -25.3% |
| 6M | +3.4% | +15.6% | -12.2% | -13.6% |
| YTD | -5.7% | +34.9% | -40.7% | -35.4% |
| 1Y | -1.4% | +37.4% | -38.8% | -34.0% |
| 3Y | +97.9% | +74.5% | +23.4% | -3.7% |
| All | +22.6% | +63.2% | -40.7% | -34.2% |
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 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