-74.0%
OPEN vs ITOT
+2.6%
-76.6%
-78.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | ITOT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.6% | -0.4% | -3.3% | -2.6% |
| 7D | -15.0% | +2.5% | -17.5% | -20.2% |
| 30D | -40.2% | -1.7% | -38.5% | -36.8% |
| 3M | -67.4% | -3.4% | -64.0% | -63.6% |
| 6M | -74.0% | +2.1% | -76.1% | -74.5% |
| All | -74.0% | +2.6% | -76.6% | -74.5% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling