+60.2%
SCHD vs BTI
+118.0%
-57.8%
-16.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| 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% | -0.2% |
| 3M | +5.7% | -8.8% | +14.5% | +7.9% |
| 6M | +11.9% | -4.0% | +15.8% | +12.4% |
| YTD | +26.4% | +0.4% | +26.1% | +25.4% |
| 1Y | +27.6% | +1.9% | +25.7% | +25.9% |
| 3Y | +54.9% | +108.5% | -53.6% | +20.3% |
| All | +60.2% | +118.0% | -57.8% | +21.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling