-70.8%
OPEN vs VCIT
+6.7%
-77.6%
-98.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| 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% | -28.9% |
| 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% | -56.1% |
| 5Y | -83.6% | +3.5% | -87.1% | -85.1% |
| All | -70.8% | +6.7% | -77.6% | -76.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling