+553.6%
SCHD vs BNS
+272.5%
+281.1%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BNS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +0.7% | -0.3% | +0.1% |
| 7D | -2.0% | -0.4% | -1.6% | -1.8% |
| 30D | -0.4% | +3.5% | -3.9% | -2.3% |
| 3M | +5.7% | +14.1% | -8.3% | -1.2% |
| 6M | +11.9% | +33.8% | -21.9% | -3.5% |
| YTD | +26.4% | +29.5% | -3.0% | +10.6% |
| 1Y | +27.6% | +48.4% | -20.8% | +4.1% |
| 3Y | +54.9% | +129.6% | -74.7% | +0.3% |
| 5Y | +60.9% | +96.1% | -35.1% | +11.7% |
| 10Y | +243.4% | +186.2% | +57.2% | +92.8% |
| All | +553.6% | +272.5% | +281.1% | +214.2% |
Cumulative growth
Daily Returns
Daily percentage return beside BNS.
Daily Out/Under-Performance
Portfolio return minus BNS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BNS 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 BNS 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