-93.6%
OPEN vs VCIT
+3.2%
-96.9%
-97.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VCIT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -21.8% | -0.1% | -21.7% | -21.2% |
| 7D | -22.2% | +0.1% | -22.3% | -22.3% |
| 30D | -38.3% | +1.9% | -40.2% | -42.8% |
| 3M | -59.4% | -1.4% | -57.9% | -56.2% |
| 6M | -74.4% | -2.1% | -72.2% | -71.2% |
| YTD | -76.0% | -1.6% | -74.4% | -73.6% |
| 1Y | -78.7% | -0.9% | -77.7% | -77.1% |
| 3Y | -30.0% | +20.0% | -50.0% | -63.0% |
| All | -93.6% | +3.2% | -96.9% | -95.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling