-94.7%
OPEN vs VEU
+47.6%
-142.3%
-97.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VEU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.6% | -0.1% | -3.6% | -3.5% |
| 7D | -15.0% | +2.1% | -17.1% | -19.2% |
| 30D | -40.2% | -0.9% | -39.3% | -38.3% |
| 3M | -67.4% | -5.4% | -62.0% | -62.0% |
| 6M | -74.0% | -1.8% | -72.2% | -72.5% |
| YTD | -79.6% | +10.9% | -90.5% | -84.8% |
| 1Y | -86.1% | +13.6% | -99.7% | -90.2% |
| 3Y | -41.4% | +69.3% | -110.6% | -85.5% |
| All | -94.7% | +47.6% | -142.3% | -97.8% |
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