-86.8%
OPEN vs VFC
+36.5%
-123.3%
-86.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VFC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.5% | -3.0% | -6.6% | -7.9% |
| 7D | -31.0% | -1.4% | -29.6% | -30.4% |
| 30D | -41.5% | +24.6% | -66.1% | -47.7% |
| 3M | -64.6% | +38.4% | -103.1% | -70.2% |
| 6M | -73.8% | +15.3% | -89.1% | -76.0% |
| YTD | -78.8% | +12.7% | -91.6% | -80.5% |
| 1Y | -86.8% | +32.7% | -119.5% | -88.6% |
| All | -86.8% | +36.5% | -123.3% | -88.6% |
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