+70.3%
T vs SCHD
+244.5%
-174.3%
-39.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SCHD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | +0.4% | +1.6% | +1.7% |
| 7D | +1.5% | -2.0% | +3.4% | +3.1% |
| 30D | +7.5% | -0.4% | +7.9% | +7.8% |
| 3M | +14.8% | +5.7% | +9.1% | +10.1% |
| 6M | -1.7% | +11.9% | -13.6% | -9.9% |
| YTD | +8.7% | +26.4% | -17.8% | -9.5% |
| 1Y | -7.5% | +27.6% | -35.1% | -23.6% |
| 3Y | +110.2% | +54.9% | +55.3% | +46.6% |
| 5Y | +71.6% | +60.9% | +10.7% | +15.1% |
| All | +70.3% | +244.5% | -174.3% | -40.9% |
Cumulative growth
Daily Returns
Daily percentage return beside SCHD.
Daily Out/Under-Performance
Portfolio return minus SCHD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SCHD 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 SCHD 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