+551.1%
SCHD vs TRI
+415.4%
+135.7%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -1.3% | +1.0% | +0.1% |
| 7D | -3.1% | -14.4% | +11.3% | +1.4% |
| 30D | -0.8% | -8.1% | +7.3% | +1.4% |
| 3M | +6.2% | +17.5% | -11.3% | -0.4% |
| 6M | +11.8% | -5.0% | +16.8% | +11.1% |
| YTD | +26.0% | -24.7% | +50.7% | +34.8% |
| 1Y | +28.1% | -41.5% | +69.6% | +51.1% |
| 3Y | +54.6% | -20.3% | +74.9% | +55.6% |
| 5Y | +60.3% | -10.9% | +71.2% | +51.2% |
| 10Y | +242.1% | +190.6% | +51.5% | +88.9% |
| All | +551.1% | +415.4% | +135.7% | +177.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling