+551.1%
SCHD vs BND
+31.8%
+519.3%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BND | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.6% | +0.3% | -0.2% |
| 7D | -3.1% | -0.9% | -2.2% | -2.9% |
| 30D | -0.8% | -1.0% | +0.1% | -0.6% |
| 3M | +6.2% | -1.2% | +7.4% | +6.5% |
| 6M | +11.8% | -2.0% | +13.8% | +12.2% |
| YTD | +26.0% | -1.2% | +27.1% | +26.2% |
| 1Y | +28.1% | -0.5% | +28.6% | +28.3% |
| 3Y | +54.6% | +12.4% | +42.2% | +52.1% |
| 5Y | +60.3% | -2.5% | +62.8% | +54.7% |
| 10Y | +242.1% | +15.0% | +227.2% | +258.6% |
| All | +551.1% | +31.8% | +519.3% | +732.8% |
Cumulative growth
Daily Returns
Daily percentage return beside BND.
Daily Out/Under-Performance
Portfolio return minus BND return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BND 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 all: compounded portfolio wealth divided by compounded BND 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…
all analysis · Full analysis span regression · 6 months rolling