+237.3%
SCHD vs PAAS
+232.4%
+5.0%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PAAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -4.3% | +4.0% | 0.0% |
| 7D | -3.1% | -3.7% | +0.6% | -2.9% |
| 30D | -0.8% | -1.9% | +1.0% | -0.8% |
| 3M | +6.2% | +15.1% | -8.9% | +5.0% |
| 6M | +11.8% | -17.1% | +28.9% | +12.7% |
| YTD | +26.0% | -1.3% | +27.3% | +24.9% |
| 1Y | +28.1% | +41.1% | -12.9% | +23.5% |
| 3Y | +54.6% | +244.2% | -189.6% | +37.0% |
| 5Y | +60.3% | +120.8% | -60.5% | +44.6% |
| All | +237.3% | +232.4% | +5.0% | +194.0% |
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