+238.6%
SCHD vs SBAC
+87.1%
+151.5%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SBAC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +2.2% | -1.8% | -0.2% |
| 7D | -2.0% | -2.1% | +0.1% | -1.4% |
| 30D | -0.4% | +2.0% | -2.4% | -1.0% |
| 3M | +5.7% | -8.3% | +14.0% | +7.8% |
| 6M | +11.9% | +0.3% | +11.6% | +10.4% |
| YTD | +26.4% | -2.2% | +28.6% | +25.4% |
| 1Y | +27.6% | -4.6% | +32.2% | +27.3% |
| 3Y | +54.9% | -8.3% | +63.2% | +53.1% |
| 5Y | +60.9% | -42.8% | +103.8% | +80.8% |
| All | +238.6% | +87.1% | +151.5% | +190.8% |
Cumulative growth
Daily Returns
Daily percentage return beside SBAC.
Daily Out/Under-Performance
Portfolio return minus SBAC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SBAC 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 SBAC 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