+238.6%
SCHD vs PTC
+205.0%
+33.6%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PTC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +1.6% | -1.2% | 0.0% |
| 7D | -2.0% | -7.3% | +5.3% | -0.2% |
| 30D | -0.4% | -11.6% | +11.2% | +2.3% |
| 3M | +5.7% | +10.5% | -4.7% | +2.6% |
| 6M | +11.9% | -17.8% | +29.7% | +16.0% |
| YTD | +26.4% | -24.9% | +51.4% | +33.8% |
| 1Y | +27.6% | -36.8% | +64.4% | +40.8% |
| 3Y | +54.9% | -8.7% | +63.7% | +52.6% |
| 5Y | +60.9% | +4.1% | +56.8% | +50.2% |
| All | +238.6% | +205.0% | +33.6% | +133.7% |
Cumulative growth
Daily Returns
Daily percentage return beside PTC.
Daily Out/Under-Performance
Portfolio return minus PTC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PTC 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 PTC 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