+54.8%
SCHD vs TER
+284.0%
-229.2%
-16.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | TER | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | +3.1% | -4.1% | -1.1% |
| 7D | -2.6% | +12.4% | -15.0% | -3.3% |
| 30D | -0.3% | +5.1% | -5.4% | -0.8% |
| 3M | +6.1% | +4.0% | +2.1% | +4.7% |
| 6M | +11.7% | +29.5% | -17.8% | +7.0% |
| YTD | +26.3% | +98.5% | -72.1% | +15.0% |
| 1Y | +28.8% | +234.1% | -205.3% | +9.2% |
| All | +54.8% | +284.0% | -229.2% | +16.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling