+27.6%
SCHD vs PCG
-8.8%
+36.5%
-4.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PCG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -1.6% | +2.0% | +0.5% |
| 7D | -2.0% | -3.5% | +1.5% | -1.7% |
| 30D | -0.4% | -20.6% | +20.2% | +1.4% |
| 3M | +5.7% | -17.6% | +23.3% | +7.0% |
| 6M | +11.9% | -23.5% | +35.4% | +14.4% |
| YTD | +26.4% | -13.6% | +40.1% | +26.3% |
| 1Y | +27.6% | -11.3% | +38.9% | +27.0% |
| All | +27.6% | -8.8% | +36.5% | +27.0% |
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