-83.9%
OPEN vs VIG
+17.7%
-101.7%
-86.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VIG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.2% | +0.8% | +3.4% | +1.9% |
| 7D | -31.1% | -0.3% | -30.7% | -30.0% |
| 30D | -34.7% | +4.9% | -39.6% | -42.6% |
| 3M | -61.9% | +2.9% | -64.8% | -64.5% |
| 6M | -71.9% | +11.2% | -83.1% | -78.8% |
| YTD | -76.6% | +16.0% | -92.6% | -84.6% |
| 1Y | -83.9% | +17.0% | -100.9% | -89.7% |
| All | -83.9% | +17.7% | -101.7% | -89.7% |
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