-47.8%
OPEN vs VLTO
+54.8%
-102.6%
-89.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VLTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -21.8% | +0.5% | -22.3% | -22.2% |
| 7D | -22.2% | +5.4% | -27.6% | -25.5% |
| 30D | -38.3% | +22.3% | -60.6% | -48.3% |
| 3M | -59.4% | +19.6% | -79.0% | -65.2% |
| 6M | -74.4% | +35.2% | -109.5% | -80.8% |
| YTD | -76.0% | +17.9% | -93.8% | -79.4% |
| 1Y | -78.7% | +19.5% | -98.2% | -82.1% |
| 3Y | -30.0% | +73.9% | -103.9% | -57.9% |
| All | -47.8% | +54.8% | -102.6% | -67.2% |
Cumulative growth
Daily Returns
Daily percentage return beside VLTO.
Daily Out/Under-Performance
Portfolio return minus VLTO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VLTO 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 10y: compounded portfolio wealth divided by compounded VLTO 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…
10y analysis · Full analysis span regression · 6 months rolling