+74.5%
SCHD vs BIL
+13.8%
+60.7%
-16.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BIL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | 0.0% | +0.5% | +0.5% |
| 7D | +2.7% | +0.1% | +2.6% | +2.7% |
| 30D | +7.1% | +0.3% | +6.8% | +6.9% |
| 3M | +5.7% | +1.0% | +4.8% | +5.1% |
| 6M | +15.6% | +1.9% | +13.7% | +15.0% |
| YTD | +34.9% | +3.2% | +31.7% | +33.5% |
| 1Y | +37.4% | +3.7% | +33.6% | +35.5% |
| 3Y | +74.5% | +13.8% | +60.7% | +30.6% |
| All | +74.5% | +13.8% | +60.7% | +30.6% |
Cumulative growth
Daily Returns
Daily percentage return beside BIL.
Daily Out/Under-Performance
Portfolio return minus BIL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BIL 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 3y: compounded portfolio wealth divided by compounded BIL 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…
3y analysis · Full analysis span regression · 6 months rolling