-16.8%
OPEN vs VCIT
+19.1%
-35.9%
-89.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VCIT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | 0.0% | +0.7% | +0.7% |
| 7D | -4.3% | -0.3% | -3.9% | -2.4% |
| 30D | -16.2% | -0.8% | -15.5% | -12.4% |
| 3M | -36.4% | -1.0% | -35.4% | -31.9% |
| 6M | -35.5% | -1.8% | -33.6% | -27.7% |
| YTD | -46.0% | -0.7% | -45.3% | -43.0% |
| 1Y | -47.1% | +1.0% | -48.1% | -48.6% |
| All | -16.8% | +19.1% | -35.9% | -62.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling