+165.6%
IVV vs OPEN
-88.9%
+254.6%
-24.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | OPEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -3.6% | +3.2% | -0.2% |
| 7D | +2.6% | -15.0% | +17.6% | +3.5% |
| 30D | -2.0% | -40.2% | +38.2% | +0.6% |
| 3M | -2.8% | -67.4% | +64.6% | +3.3% |
| 6M | +2.2% | -74.0% | +76.2% | +9.6% |
| YTD | +11.5% | -79.6% | +91.1% | +20.7% |
| 1Y | +13.5% | -86.1% | +99.6% | +25.2% |
| 3Y | +78.1% | -41.4% | +119.5% | +61.8% |
| 5Y | +73.1% | -94.9% | +168.0% | +68.7% |
| All | +165.6% | -88.9% | +254.6% | +143.8% |
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