-18.7%
OPEN vs VEU
+74.2%
-92.9%
-89.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VEU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -0.8% | -1.5% | -0.5% |
| 7D | -2.9% | +0.3% | -3.2% | -3.6% |
| 30D | -13.8% | +0.7% | -14.5% | -14.7% |
| 3M | -30.9% | +4.7% | -35.6% | -37.6% |
| 6M | -40.9% | +11.6% | -52.6% | -54.9% |
| YTD | -48.5% | +16.8% | -65.3% | -65.4% |
| 1Y | -50.9% | +24.9% | -75.8% | -71.7% |
| All | -18.7% | +74.2% | -92.9% | -83.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling