-94.8%
OPEN vs ROIV
+292.3%
-387.1%
-98.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ROIV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.1% | +1.3% | -8.4% | -7.6% |
| 7D | -24.7% | +14.3% | -39.0% | -28.9% |
| 30D | -41.0% | +16.2% | -57.2% | -44.7% |
| 3M | -62.4% | +15.1% | -77.5% | -65.1% |
| 6M | -73.9% | +44.2% | -118.1% | -78.1% |
| YTD | -77.5% | +89.8% | -167.3% | -83.4% |
| 1Y | -83.6% | +94.6% | -178.1% | -88.0% |
| 3Y | -37.0% | +367.5% | -404.6% | -66.1% |
| 5Y | -93.3% | +421.4% | -514.7% | -97.2% |
| All | -94.8% | +292.3% | -387.1% | -97.6% |
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