-70.8%
OPEN vs VEU
+117.1%
-188.0%
-98.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VEU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +0.5% | +0.1% | -0.6% |
| 7D | -4.3% | +1.1% | -5.4% | -6.7% |
| 30D | -16.2% | +2.2% | -18.4% | -20.0% |
| 3M | -36.4% | +3.0% | -39.3% | -40.4% |
| 6M | -35.5% | +10.9% | -46.3% | -50.2% |
| YTD | -46.0% | +18.2% | -64.2% | -64.4% |
| 1Y | -47.1% | +28.3% | -75.4% | -70.9% |
| 3Y | -19.0% | +74.6% | -93.6% | -77.8% |
| 5Y | -83.6% | +56.4% | -139.9% | -93.8% |
| All | -70.8% | +117.1% | -188.0% | -91.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling