-71.4%
OPEN vs ITOT
+14.7%
-86.1%
-81.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ITOT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +13.8% | +1.5% | +12.2% | +9.0% |
| 7D | +3.7% | -0.7% | +4.3% | +6.2% |
| 30D | -14.3% | -1.1% | -13.2% | -11.2% |
| 3M | -51.9% | -0.8% | -51.1% | -50.2% |
| 6M | -61.4% | +7.0% | -68.4% | -67.7% |
| YTD | -66.0% | +13.3% | -79.4% | -76.2% |
| 1Y | -71.4% | +14.8% | -86.2% | -81.1% |
| All | -71.4% | +14.7% | -86.1% | -81.1% |
Cumulative growth
Daily Returns
Daily percentage return beside ITOT.
Daily Out/Under-Performance
Portfolio return minus ITOT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ITOT 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 1y: compounded portfolio wealth divided by compounded ITOT 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…
1y analysis · Full analysis span regression · 6 months rolling