+41.8%
SCHD vs BTI
+24.7%
+17.1%
-6.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BTI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | +3.4% | -1.5% | +1.2% |
| 7D | +3.2% | +5.3% | -2.1% | +2.2% |
| 30D | +10.7% | +19.1% | -8.4% | +7.3% |
| 3M | +7.8% | +6.5% | +1.3% | +6.4% |
| 6M | +16.7% | +9.4% | +7.3% | +14.5% |
| YTD | +35.3% | +14.4% | +20.9% | +31.3% |
| 1Y | +41.8% | +23.9% | +17.9% | +34.9% |
| All | +41.8% | +24.7% | +17.1% | +34.9% |
Cumulative growth
Daily Returns
Daily percentage return beside BTI.
Daily Out/Under-Performance
Portfolio return minus BTI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BTI 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 1y: compounded portfolio wealth divided by compounded BTI 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…
1y analysis · Full analysis span regression · 6 months rolling