+28.8%
SCHD vs TOST
-20.5%
+49.2%
-4.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TOST | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -2.5% | +1.6% | -0.8% |
| 7D | -2.6% | -4.7% | +2.0% | -2.5% |
| 30D | -0.3% | -9.1% | +8.8% | 0.0% |
| 3M | +6.1% | +29.8% | -23.7% | +5.4% |
| 6M | +11.7% | +10.0% | +1.7% | +11.4% |
| YTD | +26.3% | -8.6% | +34.9% | +27.6% |
| 1Y | +28.8% | -20.7% | +49.4% | +30.1% |
| All | +28.8% | -20.5% | +49.2% | +30.1% |
Cumulative growth
Daily Returns
Daily percentage return beside TOST.
Daily Out/Under-Performance
Portfolio return minus TOST return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TOST 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 TOST 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