+30.3%
SCHD vs PCG
-6.6%
+36.9%
-4.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PCG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | +2.4% | -3.2% | -1.0% |
| 7D | -0.3% | -13.9% | +13.6% | +0.8% |
| 30D | +3.4% | -16.9% | +20.3% | +4.9% |
| 3M | +7.6% | -14.7% | +22.4% | +8.7% |
| 6M | +12.2% | -23.8% | +36.0% | +15.2% |
| YTD | +29.0% | -10.5% | +39.5% | +28.6% |
| 1Y | +30.3% | -5.1% | +35.4% | +28.4% |
| All | +30.3% | -6.6% | +36.9% | +28.4% |
Cumulative growth
Daily Returns
Daily percentage return beside PCG.
Daily Out/Under-Performance
Portfolio return minus PCG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PCG 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 PCG 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