-18.7%
OPEN vs ITOT
+75.4%
-94.1%
-89.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ITOT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -0.5% | -1.7% | -0.9% |
| 7D | -2.9% | -0.4% | -2.5% | -2.0% |
| 30D | -13.8% | -1.6% | -12.2% | -10.0% |
| 3M | -30.9% | +3.5% | -34.4% | -35.8% |
| 6M | -40.9% | +13.1% | -54.1% | -55.7% |
| YTD | -48.5% | +12.7% | -61.3% | -60.7% |
| 1Y | -50.9% | +18.3% | -69.2% | -65.6% |
| All | -18.7% | +75.4% | -94.1% | -83.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling