+27.8%
SCHD vs PLTD
-76.9%
+104.7%
-14.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PLTD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -0.7% | +1.1% | +0.4% |
| 7D | -2.0% | +4.2% | -6.2% | -1.8% |
| 30D | -0.4% | +0.7% | -1.2% | -0.3% |
| 3M | +5.7% | -32.4% | +38.1% | +4.5% |
| 6M | +11.9% | -26.2% | +38.1% | +11.2% |
| YTD | +26.4% | -17.0% | +43.5% | +26.7% |
| 1Y | +27.6% | -26.7% | +54.3% | +27.0% |
| All | +27.8% | -76.9% | +104.7% | +17.1% |
Cumulative growth
Daily Returns
Daily percentage return beside PLTD.
Daily Out/Under-Performance
Portfolio return minus PLTD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PLTD 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 PLTD 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