+238.6%
SCHD vs TRI
+196.2%
+42.4%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +1.7% | -1.3% | -0.1% |
| 7D | -2.0% | -7.9% | +5.9% | +0.1% |
| 30D | -0.4% | -4.5% | +4.1% | +0.5% |
| 3M | +5.7% | +22.1% | -16.4% | -1.1% |
| 6M | +11.9% | -2.8% | +14.7% | +10.8% |
| YTD | +26.4% | -23.4% | +49.9% | +34.7% |
| 1Y | +27.6% | -41.5% | +69.1% | +50.3% |
| 3Y | +54.9% | -19.2% | +74.2% | +55.0% |
| 5Y | +60.9% | -9.4% | +70.3% | +50.4% |
| All | +238.6% | +196.2% | +42.4% | +104.7% |
Cumulative growth
Daily Returns
Daily percentage return beside TRI.
Daily Out/Under-Performance
Portfolio return minus TRI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TRI 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 10y: compounded portfolio wealth divided by compounded TRI 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…
10y analysis · Full analysis span regression · 6 months rolling