+226.7%
T vs SCHD
+558.6%
-331.9%
-39.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SCHD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -1.1% | +0.8% | +0.6% |
| 7D | -1.5% | -1.1% | -0.4% | -0.6% |
| 30D | +7.6% | +1.5% | +6.1% | +6.4% |
| 3M | +15.3% | +7.4% | +7.9% | +9.2% |
| 6M | -8.5% | +12.4% | -20.8% | -16.3% |
| YTD | +6.8% | +27.5% | -20.7% | -11.6% |
| 1Y | -7.2% | +30.0% | -37.2% | -24.4% |
| 3Y | +108.2% | +56.5% | +51.8% | +44.6% |
| 5Y | +66.1% | +60.7% | +5.4% | +12.2% |
| 10Y | +65.3% | +237.8% | -172.5% | -39.8% |
| All | +226.7% | +558.6% | -331.9% | -29.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling