-7.5%
T vs SCHD
+28.6%
-36.0%
-28.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| 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% | +10.4% |
| 6M | -1.7% | +11.9% | -13.6% | -8.2% |
| YTD | +8.7% | +26.4% | -17.8% | -4.5% |
| 1Y | -7.5% | +27.6% | -35.1% | -20.3% |
| All | -7.5% | +28.6% | -36.0% | -20.3% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling