+238.6%
SCHD vs TER
+1,891.7%
-1,653.1%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TER | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +2.6% | -2.2% | 0.0% |
| 7D | -2.0% | +6.4% | -8.3% | -3.0% |
| 30D | -0.4% | -5.7% | +5.3% | +0.2% |
| 3M | +5.7% | -0.4% | +6.1% | +3.5% |
| 6M | +11.9% | +25.8% | -14.0% | +2.6% |
| YTD | +26.4% | +96.4% | -70.0% | +4.8% |
| 1Y | +27.6% | +229.2% | -201.6% | -6.7% |
| 3Y | +54.9% | +288.1% | -233.2% | +2.9% |
| 5Y | +60.9% | +219.9% | -159.0% | +7.0% |
| All | +238.6% | +1,891.7% | -1,653.1% | +33.3% |
Cumulative growth
Daily Returns
Daily percentage return beside TER.
Daily Out/Under-Performance
Portfolio return minus TER return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TER 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 TER 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