+68.2%
IVV vs OPEN
-93.8%
+161.9%
-24.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | OPEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -21.8% | +22.1% | +1.7% |
| 7D | -2.7% | -22.2% | +19.5% | -1.4% |
| 30D | -5.4% | -38.3% | +33.0% | -2.9% |
| 3M | -4.1% | -59.4% | +55.3% | +0.9% |
| 6M | +0.7% | -74.4% | +75.1% | +8.6% |
| YTD | +8.7% | -76.0% | +84.7% | +17.0% |
| 1Y | +11.0% | -78.7% | +89.6% | +19.8% |
| 3Y | +75.4% | -30.0% | +105.4% | +55.1% |
| All | +68.2% | -93.8% | +161.9% | +70.3% |
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