+566.6%
SCHD vs TER
+2,948.1%
-2,381.5%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TER | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | +5.5% | -6.3% | -1.8% |
| 7D | -0.3% | +0.6% | -0.9% | -0.5% |
| 30D | +3.4% | -8.3% | +11.7% | +4.6% |
| 3M | +7.6% | -12.2% | +19.8% | +7.4% |
| 6M | +12.2% | +17.1% | -4.9% | +3.4% |
| YTD | +29.0% | +84.7% | -55.7% | +6.9% |
| 1Y | +30.3% | +199.9% | -169.6% | -4.7% |
| 3Y | +56.1% | +232.8% | -176.6% | +5.4% |
| 5Y | +60.4% | +198.6% | -138.2% | +6.3% |
| 10Y | +241.3% | +1,669.7% | -1,428.5% | +30.7% |
| All | +566.6% | +2,948.1% | -2,381.5% | +113.1% |
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