-84.0%
OPEN vs VCIT
+4.1%
-88.1%
-97.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VCIT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | 0.0% | +0.7% | +0.7% |
| 7D | -4.3% | -0.3% | -3.9% | -2.8% |
| 30D | -16.2% | -0.8% | -15.5% | -13.1% |
| 3M | -36.4% | -1.0% | -35.4% | -32.6% |
| 6M | -35.5% | -1.8% | -33.6% | -29.0% |
| YTD | -46.0% | -0.7% | -45.3% | -43.4% |
| 1Y | -47.1% | +1.0% | -48.1% | -48.2% |
| 3Y | -19.0% | +18.8% | -37.9% | -55.3% |
| All | -84.0% | +4.1% | -88.1% | -89.9% |
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