-5.6%
TLT vs SCHD
+42.1%
-47.7%
-12.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SCHD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +1.9% | -1.1% | +0.4% |
| 7D | +1.0% | +3.2% | -2.2% | +0.2% |
| 30D | +6.0% | +10.7% | -4.6% | +3.9% |
| 3M | -0.9% | +7.8% | -8.7% | -2.4% |
| 6M | -2.3% | +16.7% | -19.0% | -4.5% |
| YTD | -3.3% | +35.3% | -38.6% | -6.7% |
| 1Y | -5.6% | +41.8% | -47.4% | -9.1% |
| All | -5.6% | +42.1% | -47.7% | -9.1% |
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