-74.1%
OPEN vs VIAV
+187.7%
-261.8%
-98.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VIAV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.7% | -4.5% | -2.1% | -4.4% |
| 7D | -10.5% | +11.2% | -21.8% | -15.6% |
| 30D | -21.8% | -2.6% | -19.2% | -22.5% |
| 3M | -37.5% | -20.1% | -17.4% | -33.9% |
| 6M | -44.1% | +25.8% | -70.0% | -58.5% |
| YTD | -52.0% | +109.9% | -161.8% | -77.6% |
| 1Y | -52.2% | +214.3% | -266.5% | -84.4% |
| 3Y | -25.9% | +281.6% | -307.6% | -81.8% |
| 5Y | -85.1% | +132.6% | -217.7% | -93.6% |
| All | -74.1% | +187.7% | -261.8% | -89.5% |
Cumulative growth
Daily Returns
Daily percentage return beside VIAV.
Daily Out/Under-Performance
Portfolio return minus VIAV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VIAV 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 10y: compounded portfolio wealth divided by compounded VIAV 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…
10y analysis · Full analysis span regression · 6 months rolling