+553.6%
SCHD vs TGT
+352.0%
+201.6%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TGT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +0.1% | +0.3% | +0.4% |
| 7D | -2.0% | -5.2% | +3.3% | -0.7% |
| 30D | -0.4% | +1.2% | -1.6% | -0.8% |
| 3M | +5.7% | +18.4% | -12.7% | +1.1% |
| 6M | +11.9% | +33.4% | -21.6% | +3.5% |
| YTD | +26.4% | +63.8% | -37.4% | +10.8% |
| 1Y | +27.6% | +77.2% | -49.6% | +9.4% |
| 3Y | +54.9% | +41.8% | +13.2% | +35.1% |
| 5Y | +60.9% | -25.5% | +86.5% | +62.4% |
| 10Y | +243.4% | +204.9% | +38.5% | +129.7% |
| All | +553.6% | +352.0% | +201.6% | +273.8% |
Cumulative growth
Daily Returns
Daily percentage return beside TGT.
Daily Out/Under-Performance
Portfolio return minus TGT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TGT 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 TGT 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