+276.2%
SCHD vs TRU
+225.6%
+50.6%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TRU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.1% | -0.2% | -0.3% |
| 7D | -3.1% | -9.4% | +6.3% | -0.6% |
| 30D | -0.8% | -4.1% | +3.3% | +0.2% |
| 3M | +6.2% | +13.6% | -7.4% | +2.1% |
| 6M | +11.8% | +3.6% | +8.2% | +9.6% |
| YTD | +26.0% | -9.8% | +35.8% | +27.2% |
| 1Y | +28.1% | -13.6% | +41.8% | +30.4% |
| 3Y | +54.6% | -2.0% | +56.5% | +44.7% |
| 5Y | +60.3% | -35.8% | +96.1% | +69.0% |
| 10Y | +242.1% | +142.9% | +99.2% | +144.0% |
| All | +276.2% | +225.6% | +50.6% | +155.0% |
Cumulative growth
Daily Returns
Daily percentage return beside TRU.
Daily Out/Under-Performance
Portfolio return minus TRU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TRU 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 TRU 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