-86.1%
OPEN vs VLTO
+21.9%
-108.0%
-86.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VLTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.6% | +0.6% | -4.3% | -3.8% |
| 7D | -15.0% | +1.0% | -16.0% | -15.2% |
| 30D | -40.2% | +17.5% | -57.7% | -42.4% |
| 3M | -67.4% | +21.4% | -88.8% | -68.9% |
| 6M | -74.0% | +38.1% | -112.1% | -76.2% |
| YTD | -79.6% | +19.0% | -98.6% | -80.3% |
| 1Y | -86.1% | +20.7% | -106.8% | -86.6% |
| All | -86.1% | +21.9% | -108.0% | -86.6% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling