-73.4%
OPEN vs ITOT
+16.9%
-90.2%
-73.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ITOT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.7% | -0.6% | -6.0% | -4.8% |
| 7D | -10.5% | -2.0% | -8.5% | -4.8% |
| 30D | -21.8% | -2.0% | -19.8% | -16.7% |
| 3M | -37.5% | +4.5% | -42.0% | -43.9% |
| 6M | -44.1% | +12.6% | -56.8% | -59.2% |
| YTD | -52.0% | +12.0% | -64.0% | -64.2% |
| All | -73.4% | +16.9% | -90.2% | -79.3% |
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