-95.3%
OPEN vs ROIV
+276.5%
-371.7%
-98.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ROIV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.6% | -1.2% | -2.5% | -3.2% |
| 7D | -15.0% | +1.7% | -16.7% | -15.5% |
| 30D | -40.2% | +17.6% | -57.8% | -44.1% |
| 3M | -67.4% | +9.0% | -76.4% | -69.1% |
| 6M | -74.0% | +35.3% | -109.3% | -77.6% |
| YTD | -79.6% | +82.2% | -161.8% | -84.7% |
| 1Y | -86.1% | +92.3% | -178.4% | -89.8% |
| 3Y | -41.4% | +336.8% | -378.2% | -67.6% |
| 5Y | -94.9% | +370.6% | -465.5% | -97.8% |
| All | -95.3% | +276.5% | -371.7% | -97.8% |
Cumulative growth
Daily Returns
Daily percentage return beside ROIV.
Daily Out/Under-Performance
Portfolio return minus ROIV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ROIV 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 10y: compounded portfolio wealth divided by compounded ROIV 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…
10y analysis · Full analysis span regression · 6 months rolling