-71.4%
OPEN vs VCIT
-0.8%
-70.6%
-81.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VCIT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +13.8% | +0.6% | +13.2% | +10.3% |
| 7D | +3.7% | +0.4% | +3.2% | +1.2% |
| 30D | -14.3% | +2.2% | -16.5% | -23.7% |
| 3M | -51.9% | -1.8% | -50.1% | -46.3% |
| 6M | -61.4% | -1.6% | -59.8% | -56.6% |
| YTD | -66.0% | -1.7% | -64.3% | -62.4% |
| 1Y | -71.4% | -0.8% | -70.5% | -70.2% |
| All | -71.4% | -0.8% | -70.6% | -70.2% |
Cumulative growth
Daily Returns
Daily percentage return beside VCIT.
Daily Out/Under-Performance
Portfolio return minus VCIT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VCIT 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 1y: compounded portfolio wealth divided by compounded VCIT 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…
1y analysis · Full analysis span regression · 6 months rolling