+60.2%
SCHD vs TRV
+162.8%
-102.7%
-16.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TRV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +2.1% | -1.7% | -0.3% |
| 7D | -2.0% | +1.9% | -3.9% | -2.5% |
| 30D | -0.4% | +1.7% | -2.1% | -1.0% |
| 3M | +5.7% | +23.9% | -18.2% | -1.7% |
| 6M | +11.9% | +26.3% | -14.4% | +3.2% |
| YTD | +26.4% | +30.8% | -4.4% | +15.2% |
| 1Y | +27.6% | +36.3% | -8.7% | +14.5% |
| 3Y | +54.9% | +145.0% | -90.1% | +10.2% |
| All | +60.2% | +162.8% | -102.7% | +9.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling