+60.2%
SCHD vs TE
-48.1%
+108.2%
-16.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +0.7% | -0.3% | +0.4% |
| 7D | -2.0% | +0.2% | -2.2% | -2.0% |
| 30D | -0.4% | -5.9% | +5.5% | -0.3% |
| 3M | +5.7% | -45.6% | +51.3% | +7.3% |
| 6M | +11.9% | -43.4% | +55.2% | +12.4% |
| YTD | +26.4% | -31.0% | +57.4% | +25.3% |
| 1Y | +27.6% | +145.2% | -117.6% | +17.3% |
| 3Y | +54.9% | -24.1% | +79.0% | +45.7% |
| All | +60.2% | -48.1% | +108.2% | +50.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling