-16.8%
OPEN vs ROIV
+200.3%
-217.1%
-89.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ROIV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +1.5% | -0.9% | -0.2% |
| 7D | -4.3% | +0.6% | -4.9% | -4.6% |
| 30D | -16.2% | +1.0% | -17.2% | -17.2% |
| 3M | -36.4% | +18.3% | -54.7% | -42.7% |
| 6M | -35.5% | +18.3% | -53.8% | -42.9% |
| YTD | -46.0% | +61.0% | -106.9% | -61.9% |
| 1Y | -47.1% | +177.9% | -225.0% | -74.1% |
| All | -16.8% | +200.3% | -217.1% | -62.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling