-41.4%
OPEN vs VEU
+70.2%
-111.6%
-89.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VEU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.6% | -0.1% | -3.6% | -3.5% |
| 7D | -15.0% | +2.1% | -17.1% | -18.7% |
| 30D | -40.2% | -0.9% | -39.3% | -38.5% |
| 3M | -67.4% | -5.4% | -62.0% | -62.6% |
| 6M | -74.0% | -1.8% | -72.2% | -72.5% |
| YTD | -79.6% | +10.9% | -90.5% | -84.3% |
| 1Y | -86.1% | +13.6% | -99.7% | -89.9% |
| 3Y | -41.4% | +69.3% | -110.6% | -88.2% |
| All | -41.4% | +70.2% | -111.6% | -88.2% |
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