-74.1%
OPEN vs VEU
+111.8%
-185.9%
-98.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-10 to 2026-09-10.
| Period | Portfolio | VEU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.7% | -1.3% | -5.4% | -3.7% |
| 7D | -10.5% | -1.9% | -8.6% | -6.2% |
| 30D | -21.8% | -0.7% | -21.1% | -20.0% |
| 3M | -37.5% | +4.9% | -42.4% | -43.9% |
| 6M | -44.1% | +9.8% | -54.0% | -55.8% |
| YTD | -52.0% | +15.3% | -67.3% | -66.4% |
| 1Y | -52.2% | +23.0% | -75.3% | -70.9% |
| 3Y | -25.9% | +73.5% | -99.4% | -79.4% |
| 5Y | -85.1% | +54.5% | -139.6% | -94.1% |
| All | -74.1% | +111.8% | -185.9% | -92.4% |
Cumulative growth
Daily Returns
Daily percentage return beside VEU.
Daily Out/Under-Performance
Portfolio return minus VEU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VEU 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 2016-09-10 to 2026-09-10: compounded portfolio wealth divided by compounded VEU 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…
2016-09-10 to 2026-09-10 analysis · Full analysis span regression · 6 months rolling