+38.0%
SCHD vs TDG
-6.8%
+44.8%
-6.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TDG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | -2.3% | +0.1% | -2.0% |
| 7D | -0.5% | +1.1% | -1.7% | -0.6% |
| 30D | +7.8% | +7.8% | 0.0% | +7.1% |
| 3M | +6.1% | -5.2% | +11.4% | +6.4% |
| 6M | +13.6% | -0.2% | +13.7% | +13.4% |
| YTD | +32.3% | -10.6% | +42.9% | +29.7% |
| 1Y | +38.0% | -6.1% | +44.1% | +32.0% |
| All | +38.0% | -6.8% | +44.8% | +32.0% |
Cumulative growth
Daily Returns
Daily percentage return beside TDG.
Daily Out/Under-Performance
Portfolio return minus TDG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TDG 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 1y: compounded portfolio wealth divided by compounded TDG 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…
1y analysis · Full analysis span regression · 6 months rolling