+597.4%
SCHD vs TER
+2,030.5%
-1,433.1%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TER | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -5.4% | +5.9% | +1.4% |
| 7D | +2.7% | +14.4% | -11.7% | +0.2% |
| 30D | +7.1% | -30.6% | +37.7% | +13.1% |
| 3M | +5.7% | -39.2% | +44.9% | +13.3% |
| 6M | +15.6% | -31.3% | +46.9% | +17.8% |
| YTD | +34.9% | +29.1% | +5.8% | +17.1% |
| 1Y | +37.4% | +47.4% | -10.1% | +15.5% |
| 3Y | +74.5% | +191.2% | -116.7% | +16.7% |
| 5Y | +63.7% | +74.0% | -10.3% | +19.7% |
| 10Y | +259.1% | +1,005.1% | -746.0% | +48.6% |
| All | +597.4% | +2,030.5% | -1,433.1% | +133.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling