-70.8%
OPEN vs VIG
+130.9%
-201.7%
-98.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VIG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -0.5% | +1.1% | +1.8% |
| 7D | -4.3% | -0.4% | -3.8% | -3.1% |
| 30D | -16.2% | -1.0% | -15.3% | -14.0% |
| 3M | -36.4% | +2.8% | -39.1% | -40.3% |
| 6M | -35.5% | +8.2% | -43.6% | -46.9% |
| YTD | -46.0% | +11.0% | -57.0% | -58.0% |
| 1Y | -47.1% | +16.1% | -63.3% | -62.5% |
| 3Y | -19.0% | +56.2% | -75.2% | -70.8% |
| 5Y | -83.6% | +63.0% | -146.6% | -94.0% |
| All | -70.8% | +130.9% | -201.7% | -92.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling