+41.8%
SCHD vs PCG
-14.1%
+55.8%
-6.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PCG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | +0.8% | +1.0% | +1.8% |
| 7D | +3.2% | +1.9% | +1.3% | +3.1% |
| 30D | +10.7% | +8.5% | +2.2% | +10.1% |
| 3M | +7.8% | -22.9% | +30.7% | +9.8% |
| 6M | +16.7% | -16.8% | +33.5% | +17.4% |
| YTD | +35.3% | -15.8% | +51.0% | +35.1% |
| 1Y | +41.8% | -16.0% | +57.7% | +41.5% |
| All | +41.8% | -14.1% | +55.8% | +41.5% |
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