-71.4%
OPEN vs VIG
+19.5%
-90.9%
-81.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VIG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +13.8% | +2.1% | +11.7% | +6.9% |
| 7D | +3.7% | +2.7% | +0.9% | -4.4% |
| 30D | -14.3% | +7.0% | -21.3% | -30.3% |
| 3M | -51.9% | +4.0% | -55.9% | -57.2% |
| 6M | -61.4% | +12.3% | -73.7% | -72.7% |
| YTD | -66.0% | +16.4% | -82.4% | -79.2% |
| 1Y | -71.4% | +19.2% | -90.6% | -85.4% |
| All | -71.4% | +19.5% | -90.9% | -85.4% |
Cumulative growth
Daily Returns
Daily percentage return beside VIG.
Daily Out/Under-Performance
Portfolio return minus VIG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VIG 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 VIG 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