-70.8%
OPEN vs VIAV
+168.2%
-239.0%
-98.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VIAV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +3.7% | -3.0% | -1.2% |
| 7D | -4.3% | -4.6% | +0.3% | -2.0% |
| 30D | -16.2% | -10.4% | -5.8% | -13.4% |
| 3M | -36.4% | -34.5% | -1.9% | -24.7% |
| 6M | -35.5% | +7.0% | -42.4% | -47.4% |
| YTD | -46.0% | +95.6% | -141.6% | -73.8% |
| 1Y | -47.1% | +197.2% | -244.3% | -82.3% |
| 3Y | -19.0% | +232.0% | -251.0% | -77.7% |
| 5Y | -83.6% | +102.2% | -185.8% | -92.3% |
| All | -70.8% | +168.2% | -239.0% | -87.7% |
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