+553.0%
SCHD vs PSA
+342.6%
+210.4%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PSA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -2.3% | +1.4% | -0.1% |
| 7D | -2.6% | -2.2% | -0.4% | -1.9% |
| 30D | -0.3% | -9.6% | +9.3% | +3.3% |
| 3M | +6.1% | -7.9% | +14.0% | +9.1% |
| 6M | +11.7% | -2.0% | +13.7% | +12.0% |
| YTD | +26.3% | +15.7% | +10.6% | +19.2% |
| 1Y | +28.8% | +5.8% | +23.0% | +25.2% |
| 3Y | +55.0% | +21.6% | +33.5% | +41.5% |
| 5Y | +60.0% | +13.1% | +46.9% | +47.3% |
| 10Y | +243.1% | +101.3% | +141.9% | +146.3% |
| All | +553.0% | +342.6% | +210.4% | +208.4% |
Cumulative growth
Daily Returns
Daily percentage return beside PSA.
Daily Out/Under-Performance
Portfolio return minus PSA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PSA 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 all: compounded portfolio wealth divided by compounded PSA 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…
all analysis · Full analysis span regression · 6 months rolling