+566.6%
SCHD vs RBA
+509.5%
+57.1%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RBA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | +0.3% | -1.1% | -0.9% |
| 7D | -0.3% | -2.9% | +2.6% | +0.3% |
| 30D | +3.4% | -12.3% | +15.7% | +6.1% |
| 3M | +7.6% | -20.5% | +28.2% | +12.1% |
| 6M | +12.2% | -18.5% | +30.7% | +16.1% |
| YTD | +29.0% | -18.2% | +47.2% | +32.9% |
| 1Y | +30.3% | -27.5% | +57.8% | +37.5% |
| 3Y | +56.1% | +38.1% | +18.1% | +42.8% |
| 5Y | +60.4% | +44.8% | +15.6% | +42.4% |
| 10Y | +241.3% | +187.1% | +54.1% | +153.2% |
| All | +566.6% | +509.5% | +57.1% | +314.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling