+259.6%
SCHD vs BA
+24.8%
+234.8%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | 0.0% | +0.6% | +0.5% |
| 7D | +2.7% | -1.1% | +3.8% | +2.9% |
| 30D | +7.1% | -7.1% | +14.3% | +8.7% |
| 3M | +5.7% | -25.5% | +31.3% | +12.6% |
| 6M | +15.6% | -28.7% | +44.3% | +23.7% |
| YTD | +34.9% | -21.0% | +55.9% | +40.4% |
| 1Y | +37.4% | -11.9% | +49.2% | +39.0% |
| 3Y | +74.5% | -16.2% | +90.7% | +73.8% |
| 5Y | +63.7% | -22.4% | +86.1% | +61.3% |
| All | +259.6% | +24.8% | +234.8% | +212.3% |
Cumulative growth
Daily Returns
Daily percentage return beside BA.
Daily Out/Under-Performance
Portfolio return minus BA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BA 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 10y: compounded portfolio wealth divided by compounded BA 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…
10y analysis · Full analysis span regression · 6 months rolling