+27.6%
SCHD vs TROW
+4.9%
+22.7%
-4.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TROW | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -1.2% | +1.6% | +0.6% |
| 7D | -2.0% | -3.2% | +1.2% | -1.5% |
| 30D | -0.4% | -4.6% | +4.2% | +0.3% |
| 3M | +5.7% | -0.7% | +6.4% | +5.6% |
| 6M | +11.9% | +22.2% | -10.3% | +8.2% |
| YTD | +26.4% | +6.6% | +19.8% | +24.1% |
| 1Y | +27.6% | +5.8% | +21.8% | +25.4% |
| All | +27.6% | +4.9% | +22.7% | +25.4% |
Cumulative growth
Daily Returns
Daily percentage return beside TROW.
Daily Out/Under-Performance
Portfolio return minus TROW return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TROW 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 TROW 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