-83.6%
OPEN vs VCLT
-15.1%
-68.5%
-97.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VCLT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | 0.0% | -2.5% | -2.4% |
| 7D | +1.0% | +0.3% | +0.7% | +0.3% |
| 30D | -11.9% | -0.6% | -11.3% | -10.6% |
| 3M | -28.8% | -2.2% | -26.5% | -24.5% |
| 6M | -38.6% | -2.9% | -35.7% | -33.7% |
| YTD | -47.3% | -2.1% | -45.3% | -44.4% |
| 1Y | -49.2% | -2.6% | -46.6% | -45.3% |
| 3Y | -18.8% | +12.5% | -31.3% | -31.0% |
| 5Y | -83.6% | -15.3% | -68.3% | -82.2% |
| All | -83.6% | -15.1% | -68.5% | -82.2% |
Cumulative growth
Daily Returns
Daily percentage return beside VCLT.
Daily Out/Under-Performance
Portfolio return minus VCLT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VCLT 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 VCLT 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