+238.6%
SCHD vs TAP
-49.9%
+288.5%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TAP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +1.3% | -0.9% | 0.0% |
| 7D | -2.0% | -3.9% | +1.9% | -0.8% |
| 30D | -0.4% | -5.3% | +4.9% | +1.2% |
| 3M | +5.7% | -3.8% | +9.5% | +6.7% |
| 6M | +11.9% | -11.4% | +23.3% | +15.5% |
| YTD | +26.4% | -13.7% | +40.2% | +31.2% |
| 1Y | +27.6% | -17.2% | +44.8% | +33.8% |
| 3Y | +54.9% | -33.1% | +88.0% | +71.7% |
| 5Y | +60.9% | +0.8% | +60.1% | +51.4% |
| All | +238.6% | -49.9% | +288.5% | +241.0% |
Cumulative growth
Daily Returns
Daily percentage return beside TAP.
Daily Out/Under-Performance
Portfolio return minus TAP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TAP 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 TAP 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