+257.7%
SCHD vs PCAR
+287.3%
-29.6%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PCAR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -1.7% | +1.4% | +0.4% |
| 7D | +1.4% | +2.1% | -0.6% | +0.5% |
| 30D | +7.7% | -1.2% | +8.9% | +8.1% |
| 3M | +5.7% | -18.6% | +24.3% | +15.0% |
| 6M | +14.9% | -5.1% | +20.0% | +16.4% |
| YTD | +34.2% | -1.8% | +36.0% | +33.0% |
| 1Y | +36.8% | +10.6% | +26.1% | +28.3% |
| 3Y | +73.2% | +34.9% | +38.3% | +43.3% |
| 5Y | +62.8% | +114.0% | -51.2% | +5.0% |
| All | +257.7% | +287.3% | -29.6% | +78.3% |
Cumulative growth
Daily Returns
Daily percentage return beside PCAR.
Daily Out/Under-Performance
Portfolio return minus PCAR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PCAR 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 PCAR 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