+60.3%
SCHD vs OPEN
-85.3%
+145.6%
-16.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | OPEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -6.7% | +6.4% | 0.0% |
| 7D | -3.1% | -10.5% | +7.4% | -2.7% |
| 30D | -0.8% | -21.8% | +21.0% | +0.1% |
| 3M | +6.2% | -37.5% | +43.7% | +7.9% |
| 6M | +11.8% | -44.1% | +55.9% | +13.8% |
| YTD | +26.0% | -52.0% | +77.9% | +28.7% |
| 1Y | +28.1% | -52.2% | +80.4% | +28.7% |
| 3Y | +54.6% | -25.9% | +80.5% | +43.7% |
| 5Y | +60.3% | -85.1% | +145.4% | +46.0% |
| All | +60.3% | -85.3% | +145.6% | +46.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling