+60.0%
SCHD vs PAAS
+122.5%
-62.5%
-16.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PAAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | +3.7% | -4.7% | -1.2% |
| 7D | -2.6% | +2.6% | -5.3% | -2.8% |
| 30D | -0.3% | +2.5% | -2.8% | -0.6% |
| 3M | +6.1% | +15.1% | -9.0% | +4.8% |
| 6M | +11.7% | -12.1% | +23.8% | +12.2% |
| YTD | +26.3% | +3.1% | +23.3% | +24.7% |
| 1Y | +28.8% | +50.8% | -22.1% | +22.6% |
| 3Y | +55.0% | +259.5% | -204.5% | +32.2% |
| 5Y | +60.0% | +126.3% | -66.3% | +39.8% |
| All | +60.0% | +122.5% | -62.5% | +39.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling