+139.5%
SCHD vs OPEN
-74.0%
+213.6%
-16.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | OPEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -0.4% | +0.7% | +0.4% |
| 7D | -2.0% | -11.4% | +9.5% | -1.5% |
| 30D | -0.4% | -20.1% | +19.6% | +0.3% |
| 3M | +5.7% | -37.6% | +43.3% | +7.2% |
| 6M | +11.9% | -47.1% | +58.9% | +13.9% |
| YTD | +26.4% | -52.1% | +78.6% | +28.9% |
| 1Y | +27.6% | -73.5% | +101.1% | +32.0% |
| 3Y | +54.9% | -24.4% | +79.3% | +45.3% |
| 5Y | +60.9% | -85.1% | +146.1% | +49.1% |
| All | +139.5% | -74.0% | +213.6% | +112.4% |
Cumulative growth
Daily Returns
Daily percentage return beside OPEN.
Daily Out/Under-Performance
Portfolio return minus OPEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × OPEN 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 OPEN 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