+54.9%
SCHD vs TRI
-18.9%
+73.9%
-16.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | TRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +1.7% | -1.3% | +0.2% |
| 7D | -2.0% | -7.9% | +5.9% | -1.2% |
| 30D | -0.4% | -4.5% | +4.1% | -0.1% |
| 3M | +5.7% | +22.1% | -16.4% | +3.8% |
| 6M | +11.9% | -2.8% | +14.7% | +11.7% |
| YTD | +26.4% | -23.4% | +49.9% | +31.4% |
| 1Y | +27.6% | -41.5% | +69.1% | +39.6% |
| 3Y | +54.9% | -19.2% | +74.2% | +51.9% |
| All | +54.9% | -18.9% | +73.9% | +51.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling