+553.0%
SCHD vs BTI
+196.9%
+356.1%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BTI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -1.5% | +0.6% | -0.4% |
| 7D | -2.6% | -2.4% | -0.2% | -1.8% |
| 30D | -0.3% | -4.8% | +4.5% | +1.3% |
| 3M | +6.1% | -8.1% | +14.2% | +8.9% |
| 6M | +11.7% | -4.2% | +15.9% | +12.5% |
| YTD | +26.3% | -1.3% | +27.6% | +25.6% |
| 1Y | +28.8% | +2.1% | +26.6% | +26.3% |
| 3Y | +55.0% | +108.9% | -53.9% | +14.9% |
| 5Y | +60.0% | +114.5% | -54.4% | +16.1% |
| 10Y | +243.1% | +72.2% | +170.9% | +155.4% |
| All | +553.0% | +196.9% | +356.1% | +263.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling