+407.0%
TSM vs SCHD
+54.5%
+352.5%
-36.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SCHD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -0.9% | +0.1% | -0.3% |
| 7D | +4.8% | -2.6% | +7.4% | +6.3% |
| 30D | +4.0% | -0.3% | +4.3% | +4.0% |
| 3M | +2.0% | +6.1% | -4.1% | -2.2% |
| 6M | +25.5% | +11.7% | +13.8% | +15.7% |
| YTD | +44.0% | +26.3% | +17.7% | +21.2% |
| 1Y | +75.4% | +28.8% | +46.7% | +45.4% |
| All | +407.0% | +54.5% | +352.5% | +241.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling