-12.8%
BKNG vs SCHD
+30.7%
-43.4%
-30.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SCHD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -0.8% | -0.1% | -0.5% |
| 7D | -6.0% | -0.3% | -5.7% | -5.8% |
| 30D | -6.6% | +3.4% | -10.1% | -8.2% |
| 3M | +15.7% | +7.6% | +8.1% | +12.0% |
| 6M | +14.1% | +12.2% | +2.0% | +8.6% |
| YTD | -9.3% | +29.0% | -38.3% | -19.3% |
| 1Y | -12.8% | +30.3% | -43.1% | -25.5% |
| All | -12.8% | +30.7% | -43.4% | -25.5% |
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