+28.1%
SCHD vs TMF
-25.6%
+53.8%
-4.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TMF | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -3.4% | +3.1% | -0.1% |
| 7D | -3.1% | -4.8% | +1.7% | -2.9% |
| 30D | -0.8% | -4.9% | +4.1% | -0.6% |
| 3M | +6.2% | -13.4% | +19.6% | +6.7% |
| 6M | +11.8% | -23.0% | +34.9% | +12.5% |
| YTD | +26.0% | -20.2% | +46.1% | +26.8% |
| 1Y | +28.1% | -26.5% | +54.6% | +29.7% |
| All | +28.1% | -25.6% | +53.8% | +29.7% |
Cumulative growth
Daily Returns
Daily percentage return beside TMF.
Daily Out/Under-Performance
Portfolio return minus TMF return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TMF 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 1y: compounded portfolio wealth divided by compounded TMF 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…
1y analysis · Full analysis span regression · 6 months rolling