+60.0%
SCHD vs BA
-2.2%
+62.3%
-16.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -2.0% | +1.1% | -0.6% |
| 7D | -2.6% | -1.2% | -1.5% | -2.4% |
| 30D | -0.3% | -11.3% | +11.0% | +1.7% |
| 3M | +6.1% | -3.8% | +9.9% | +6.5% |
| 6M | +11.7% | -8.3% | +20.0% | +12.7% |
| YTD | +26.3% | -4.9% | +31.3% | +26.5% |
| 1Y | +28.8% | -10.1% | +38.8% | +29.9% |
| 3Y | +55.0% | -2.3% | +57.3% | +50.6% |
| 5Y | +60.0% | -3.5% | +63.5% | +50.3% |
| All | +60.0% | -2.2% | +62.3% | +50.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling