+553.0%
SCHD vs TRGP
+1,548.3%
-995.3%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TRGP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -1.0% | +0.1% | -0.8% |
| 7D | -2.6% | -0.7% | -1.9% | -2.5% |
| 30D | -0.3% | +9.5% | -9.7% | -1.8% |
| 3M | +6.1% | +10.8% | -4.7% | +4.2% |
| 6M | +11.7% | +25.3% | -13.6% | +7.5% |
| YTD | +26.3% | +60.3% | -33.9% | +16.9% |
| 1Y | +28.8% | +84.6% | -55.8% | +16.3% |
| 3Y | +55.0% | +264.4% | -209.3% | +25.3% |
| 5Y | +60.0% | +636.6% | -576.5% | +15.8% |
| 10Y | +243.1% | +848.9% | -605.8% | +119.2% |
| All | +553.0% | +1,548.3% | -995.3% | +183.7% |
Cumulative growth
Daily Returns
Daily percentage return beside TRGP.
Daily Out/Under-Performance
Portfolio return minus TRGP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TRGP 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 TRGP 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