+1,218.2%
BE vs SCHD
+58.9%
+1,159.2%
-75.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SCHD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | -0.3% | -3.7% | -3.6% |
| 7D | +9.7% | -3.1% | +12.8% | +14.9% |
| 30D | +22.4% | -0.8% | +23.2% | +23.2% |
| 3M | +10.4% | +6.2% | +4.2% | -3.6% |
| 6M | +67.9% | +11.8% | +56.0% | +34.7% |
| YTD | +197.5% | +26.0% | +171.5% | +93.9% |
| 1Y | +310.6% | +28.1% | +282.4% | +157.3% |
| 3Y | +1,657.2% | +54.6% | +1,602.7% | +644.1% |
| 5Y | +1,218.2% | +60.3% | +1,157.8% | +472.3% |
| All | +1,218.2% | +58.9% | +1,159.2% | +472.3% |
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