-88.6%
OPEN vs VIAV
+150.3%
-238.9%
-98.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VIAV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.5% | -1.4% | -8.1% | -8.9% |
| 7D | -31.0% | +23.7% | -54.7% | -38.1% |
| 30D | -41.5% | -21.2% | -20.3% | -36.7% |
| 3M | -64.6% | -24.5% | -40.1% | -61.9% |
| 6M | -73.8% | -39.1% | -34.7% | -70.1% |
| YTD | -78.8% | +82.6% | -161.4% | -90.0% |
| 1Y | -86.8% | +82.7% | -169.5% | -93.8% |
| 3Y | -40.6% | +315.1% | -355.7% | -88.2% |
| 5Y | -94.7% | +113.4% | -208.0% | -97.7% |
| All | -88.6% | +150.3% | -238.9% | -95.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling