+63.6%
SCHD vs TER
+71.7%
-8.2%
-16.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TER | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -5.4% | +5.9% | +1.0% |
| 7D | +2.7% | +14.4% | -11.7% | +1.3% |
| 30D | +7.1% | -30.6% | +37.7% | +10.4% |
| 3M | +5.7% | -39.2% | +44.9% | +9.9% |
| 6M | +15.6% | -31.3% | +46.9% | +16.5% |
| YTD | +34.9% | +29.1% | +5.8% | +21.6% |
| 1Y | +37.4% | +47.4% | -10.1% | +21.0% |
| 3Y | +74.5% | +191.2% | -116.7% | +26.6% |
| All | +63.6% | +71.7% | -8.2% | +23.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling