+121.5%
SCHD vs TE
-53.2%
+174.6%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -6.7% | +6.4% | -0.1% |
| 7D | -3.1% | +0.9% | -4.0% | -3.2% |
| 30D | -0.8% | -16.3% | +15.5% | -0.4% |
| 3M | +6.2% | -40.8% | +47.0% | +7.4% |
| 6M | +11.8% | -42.6% | +54.4% | +12.3% |
| YTD | +26.0% | -31.4% | +57.4% | +24.9% |
| 1Y | +28.1% | +144.9% | -116.8% | +18.1% |
| 3Y | +54.6% | -26.0% | +80.6% | +45.0% |
| 5Y | +60.3% | -48.5% | +108.8% | +50.9% |
| All | +121.5% | -53.2% | +174.6% | +121.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling