+30.3%
SCHD vs BTI
+5.0%
+25.3%
-4.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BTI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -1.1% | +0.3% | -0.6% |
| 7D | -0.3% | -1.4% | +1.1% | -0.1% |
| 30D | +3.4% | -6.6% | +10.1% | +4.5% |
| 3M | +7.6% | -3.0% | +10.6% | +8.2% |
| 6M | +12.2% | -6.7% | +18.8% | +13.2% |
| YTD | +29.0% | +0.6% | +28.4% | +28.5% |
| 1Y | +30.3% | +5.6% | +24.7% | +30.3% |
| All | +30.3% | +5.0% | +25.3% | +30.3% |
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