-83.8%
OPEN vs VEU
+57.4%
-141.2%
-97.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VEU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | -0.4% | -2.1% | -1.5% |
| 7D | +1.0% | +1.7% | -0.7% | -3.1% |
| 30D | -11.9% | +1.0% | -12.9% | -13.7% |
| 3M | -28.8% | +5.6% | -34.4% | -38.0% |
| 6M | -38.6% | +13.7% | -52.3% | -56.6% |
| YTD | -47.3% | +17.7% | -65.1% | -66.3% |
| 1Y | -49.2% | +25.8% | -74.9% | -72.1% |
| 3Y | -18.8% | +77.1% | -95.9% | -81.7% |
| All | -83.8% | +57.4% | -141.2% | -94.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling