+54.9%
SCHD vs TDG
+52.1%
+2.8%
-16.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | TDG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +1.2% | -0.8% | +0.2% |
| 7D | -2.0% | -1.9% | -0.1% | -1.6% |
| 30D | -0.4% | -7.7% | +7.3% | +1.0% |
| 3M | +5.7% | -9.3% | +15.0% | +7.3% |
| 6M | +11.9% | -9.4% | +21.3% | +13.3% |
| YTD | +26.4% | -14.3% | +40.7% | +29.0% |
| 1Y | +27.6% | -11.8% | +39.4% | +29.2% |
| 3Y | +54.9% | +52.0% | +3.0% | +39.2% |
| All | +54.9% | +52.1% | +2.8% | +39.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling