+32.5%
PFE vs SCHD
+243.2%
-210.7%
-59.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SCHD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -0.3% | -0.2% | -0.2% |
| 7D | -4.0% | -3.1% | -0.9% | -1.7% |
| 30D | +3.9% | -0.8% | +4.7% | +4.6% |
| 3M | +9.9% | +6.2% | +3.7% | +5.0% |
| 6M | +5.3% | +11.8% | -6.5% | -3.3% |
| YTD | +16.8% | +26.0% | -9.2% | -2.0% |
| 1Y | +20.4% | +28.1% | -7.7% | 0.0% |
| 3Y | -2.1% | +54.6% | -56.7% | -29.1% |
| 5Y | -21.0% | +60.3% | -81.3% | -44.6% |
| All | +32.5% | +243.2% | -210.7% | -51.2% |
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