+60.3%
SCHD vs PTC
+0.6%
+59.7%
-16.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PTC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.1% | -0.2% | -0.3% |
| 7D | -3.1% | -14.2% | +11.1% | -0.1% |
| 30D | -0.8% | -14.4% | +13.6% | +2.3% |
| 3M | +6.2% | -4.7% | +10.9% | +6.5% |
| 6M | +11.8% | -19.3% | +31.1% | +16.3% |
| YTD | +26.0% | -26.1% | +52.1% | +33.5% |
| 1Y | +28.1% | -37.1% | +65.2% | +41.2% |
| 3Y | +54.6% | -10.4% | +65.0% | +51.1% |
| 5Y | +60.3% | +2.5% | +57.9% | +47.8% |
| All | +60.3% | +0.6% | +59.7% | +47.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling