-47.4%
OPEN vs VLTO
+56.1%
-103.5%
-89.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VLTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +0.8% | -0.1% | +0.1% |
| 7D | -21.7% | +2.0% | -23.7% | -22.9% |
| 30D | -36.5% | +21.8% | -58.3% | -46.5% |
| 3M | -59.5% | +20.2% | -79.8% | -65.5% |
| 6M | -71.9% | +36.3% | -108.2% | -79.1% |
| YTD | -75.8% | +18.8% | -94.6% | -79.4% |
| 1Y | -78.5% | +20.4% | -98.9% | -82.1% |
| 3Y | -30.2% | +71.9% | -102.1% | -57.6% |
| All | -47.4% | +56.1% | -103.5% | -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