+238.6%
SCHD vs BTI
+73.8%
+164.9%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BTI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +0.7% | -0.3% | +0.2% |
| 7D | -2.0% | -0.2% | -1.8% | -1.9% |
| 30D | -0.4% | -1.1% | +0.7% | -0.1% |
| 3M | +5.7% | -8.8% | +14.5% | +8.5% |
| 6M | +11.9% | -4.0% | +15.8% | +12.6% |
| YTD | +26.4% | +0.4% | +26.1% | +25.1% |
| 1Y | +27.6% | +1.9% | +25.7% | +25.5% |
| 3Y | +54.9% | +108.5% | -53.6% | +17.0% |
| 5Y | +60.9% | +118.5% | -57.6% | +18.2% |
| All | +238.6% | +73.8% | +164.9% | +151.4% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling