-49.2%
OPEN vs VFC
-11.5%
-37.7%
-71.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VFC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | -1.9% | -0.7% | -1.4% |
| 7D | +1.0% | +0.8% | +0.1% | +0.5% |
| 30D | -11.9% | -11.9% | 0.0% | -4.8% |
| 3M | -28.8% | -20.2% | -8.6% | -19.6% |
| 6M | -38.6% | -23.0% | -15.6% | -29.9% |
| YTD | -47.3% | -26.2% | -21.1% | -38.1% |
| 1Y | -49.2% | -13.3% | -35.8% | -46.1% |
| All | -49.2% | -11.5% | -37.7% | -46.1% |
Cumulative growth
Daily Returns
Daily percentage return beside VFC.
Daily Out/Under-Performance
Portfolio return minus VFC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VFC 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 1y: compounded portfolio wealth divided by compounded VFC 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…
1y analysis · Full analysis span regression · 6 months rolling