+74.5%
SCHD vs THC
+423.7%
-349.1%
-16.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | THC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -0.3% | +0.8% | +0.6% |
| 7D | +2.7% | +1.0% | +1.7% | +2.6% |
| 30D | +7.1% | +5.3% | +1.8% | +6.5% |
| 3M | +5.7% | +7.1% | -1.4% | +4.9% |
| 6M | +15.6% | +46.0% | -30.5% | +10.7% |
| YTD | +34.9% | +43.9% | -9.0% | +29.0% |
| 1Y | +37.4% | +45.4% | -8.1% | +31.0% |
| 3Y | +74.5% | +421.3% | -346.8% | +35.0% |
| All | +74.5% | +423.7% | -349.1% | +35.0% |
Cumulative growth
Daily Returns
Daily percentage return beside THC.
Daily Out/Under-Performance
Portfolio return minus THC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × THC 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 THC 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