+41.8%
SCHD vs TE
-16.5%
+58.3%
-6.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | -3.5% | +5.4% | +1.8% |
| 7D | +3.2% | +3.8% | -0.6% | +3.3% |
| 30D | +10.7% | -26.2% | +36.9% | +10.4% |
| 3M | +7.8% | -49.7% | +57.5% | +7.2% |
| 6M | +16.7% | -46.5% | +63.2% | +16.2% |
| YTD | +35.3% | -59.1% | +94.4% | +34.6% |
| 1Y | +41.8% | -25.8% | +67.6% | +40.8% |
| All | +41.8% | -16.5% | +58.3% | +40.8% |
Cumulative growth
Daily Returns
Daily percentage return beside TE.
Daily Out/Under-Performance
Portfolio return minus TE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TE 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 TE 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