+259.6%
SCHD vs PAAS
+205.7%
+53.9%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PAAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -0.6% | +1.1% | +0.6% |
| 7D | +2.7% | -8.9% | +11.6% | +3.3% |
| 30D | +7.1% | -11.4% | +18.6% | +7.9% |
| 3M | +5.7% | -20.4% | +26.2% | +7.1% |
| 6M | +15.6% | -40.7% | +56.3% | +19.1% |
| YTD | +34.9% | -26.9% | +61.9% | +36.3% |
| 1Y | +37.4% | -3.1% | +40.4% | +35.7% |
| 3Y | +74.5% | +199.3% | -124.7% | +55.7% |
| 5Y | +63.7% | +48.3% | +15.4% | +51.2% |
| All | +259.6% | +205.7% | +53.9% | +214.9% |
Cumulative growth
Daily Returns
Daily percentage return beside PAAS.
Daily Out/Under-Performance
Portfolio return minus PAAS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PAAS 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 PAAS 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