-83.6%
OPEN vs VIG
+63.6%
-147.2%
-97.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VIG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | -0.8% | -1.8% | -0.3% |
| 7D | +1.0% | -0.4% | +1.4% | +2.2% |
| 30D | -11.9% | -2.1% | -9.8% | -6.3% |
| 3M | -28.8% | +3.3% | -32.1% | -35.0% |
| 6M | -38.6% | +9.3% | -47.9% | -52.2% |
| YTD | -47.3% | +10.1% | -57.5% | -59.6% |
| 1Y | -49.2% | +14.7% | -63.9% | -64.4% |
| 3Y | -18.8% | +56.9% | -75.7% | -76.2% |
| 5Y | -83.6% | +62.9% | -146.5% | -94.8% |
| All | -83.6% | +63.6% | -147.2% | -94.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling