+551.1%
SCHD vs TRV
+849.3%
-298.2%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TRV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +0.5% | -0.8% | -0.5% |
| 7D | -3.1% | -1.5% | -1.6% | -2.5% |
| 30D | -0.8% | -1.8% | +1.0% | -0.1% |
| 3M | +6.2% | +21.6% | -15.4% | -3.2% |
| 6M | +11.8% | +22.5% | -10.6% | +1.4% |
| YTD | +26.0% | +28.1% | -2.2% | +11.7% |
| 1Y | +28.1% | +37.0% | -8.9% | +10.0% |
| 3Y | +54.6% | +141.9% | -87.3% | -1.1% |
| 5Y | +60.3% | +158.5% | -98.2% | -2.5% |
| 10Y | +242.1% | +297.5% | -55.4% | +59.4% |
| All | +551.1% | +849.3% | -298.2% | +89.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling