-52.2%
OPEN vs VICR
+253.2%
-305.4%
-73.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VICR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.7% | -3.2% | -3.5% | -6.0% |
| 7D | -10.5% | -0.4% | -10.1% | -10.5% |
| 30D | -21.8% | -15.6% | -6.2% | -19.7% |
| 3M | -37.5% | -35.4% | -2.1% | -33.7% |
| 6M | -44.1% | +1.3% | -45.4% | -49.1% |
| YTD | -52.0% | +62.5% | -114.4% | -60.5% |
| 1Y | -52.2% | +255.5% | -307.7% | -61.0% |
| All | -52.2% | +253.2% | -305.4% | -61.0% |
Cumulative growth
Daily Returns
Daily percentage return beside VICR.
Daily Out/Under-Performance
Portfolio return minus VICR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VICR 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 VICR 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