+238.6%
SCHD vs TEL
+316.2%
-77.5%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TEL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +3.6% | -3.2% | -1.0% |
| 7D | -2.0% | +1.6% | -3.5% | -2.6% |
| 30D | -0.4% | -0.7% | +0.3% | -0.4% |
| 3M | +5.7% | +2.4% | +3.3% | +4.0% |
| 6M | +11.9% | +4.1% | +7.8% | +8.0% |
| YTD | +26.4% | -5.8% | +32.3% | +26.3% |
| 1Y | +27.6% | +0.9% | +26.7% | +22.8% |
| 3Y | +54.9% | +72.6% | -17.7% | +13.6% |
| 5Y | +60.9% | +57.5% | +3.4% | +20.4% |
| All | +238.6% | +316.2% | -77.5% | +61.8% |
Cumulative growth
Daily Returns
Daily percentage return beside TEL.
Daily Out/Under-Performance
Portfolio return minus TEL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TEL 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 10y: compounded portfolio wealth divided by compounded TEL 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…
10y analysis · Full analysis span regression · 6 months rolling