+238.6%
SCHD vs TRV
+306.9%
-68.3%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TRV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +2.1% | -1.7% | -0.5% |
| 7D | -2.0% | +1.9% | -3.9% | -2.8% |
| 30D | -0.4% | +1.7% | -2.1% | -1.2% |
| 3M | +5.7% | +23.9% | -18.2% | -4.0% |
| 6M | +11.9% | +26.3% | -14.4% | +0.5% |
| YTD | +26.4% | +30.8% | -4.4% | +11.7% |
| 1Y | +27.6% | +36.3% | -8.7% | +10.5% |
| 3Y | +54.9% | +145.0% | -90.1% | +0.1% |
| 5Y | +60.9% | +163.9% | -102.9% | -1.5% |
| All | +238.6% | +306.9% | -68.3% | +70.4% |
Cumulative growth
Daily Returns
Daily percentage return beside TRV.
Daily Out/Under-Performance
Portfolio return minus TRV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TRV 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 TRV 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