+159.0%
IVV vs OPEN
-87.0%
+246.0%
-24.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | OPEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -21.8% | +22.1% | +1.6% |
| 7D | -2.7% | -22.2% | +19.5% | -1.5% |
| 30D | -5.4% | -38.3% | +33.0% | -3.0% |
| 3M | -4.1% | -59.4% | +55.3% | +0.7% |
| 6M | +0.7% | -74.4% | +75.1% | +8.2% |
| YTD | +8.7% | -76.0% | +84.7% | +16.6% |
| 1Y | +11.0% | -78.7% | +89.6% | +19.3% |
| 3Y | +75.4% | -30.0% | +105.4% | +57.7% |
| 5Y | +68.3% | -93.7% | +162.1% | +62.2% |
| All | +159.0% | -87.0% | +246.0% | +135.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling