+237.3%
SCHD vs RBA
+195.3%
+42.1%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RBA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -1.0% | +0.7% | -0.1% |
| 7D | -3.1% | -3.3% | +0.2% | -2.4% |
| 30D | -0.8% | -9.8% | +9.0% | +1.3% |
| 3M | +6.2% | -23.5% | +29.7% | +11.9% |
| 6M | +11.8% | -21.5% | +33.3% | +17.0% |
| YTD | +26.0% | -21.2% | +47.1% | +31.1% |
| 1Y | +28.1% | -30.2% | +58.3% | +37.0% |
| 3Y | +54.6% | +25.3% | +29.3% | +42.9% |
| 5Y | +60.3% | +35.1% | +25.2% | +42.3% |
| All | +237.3% | +195.3% | +42.1% | +130.0% |
Cumulative growth
Daily Returns
Daily percentage return beside RBA.
Daily Out/Under-Performance
Portfolio return minus RBA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RBA 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 RBA 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