+60.3%
SCHD vs TAP
-2.6%
+62.9%
-16.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TAP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.1% | -0.2% | -0.3% |
| 7D | -3.1% | -5.3% | +2.1% | -1.8% |
| 30D | -0.8% | -7.4% | +6.5% | +1.0% |
| 3M | +6.2% | -4.9% | +11.1% | +7.3% |
| 6M | +11.8% | -14.2% | +26.0% | +15.7% |
| YTD | +26.0% | -14.8% | +40.8% | +30.2% |
| 1Y | +28.1% | -18.1% | +46.2% | +33.5% |
| 3Y | +54.6% | -32.7% | +87.3% | +68.0% |
| 5Y | +60.3% | -0.5% | +60.8% | +52.4% |
| All | +60.3% | -2.6% | +62.9% | +52.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling